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Bartlett & Co Wealth Management’s Universal Health Services UHS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297 Sell
2
-13
-87% -$2.11K ﹤0.01% 1252
2026
Q1 		$2.49K Buy
15
+1
+7% +$205 ﹤0.01% 1099
2025
Q4 		$3.05K Hold
14
– – ﹤0.01% 1089
2025
Q3 		$2.86K Buy
+14
New +$2.52K ﹤0.01% 1066

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bartlett & Co Wealth Management's UHS Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Universal Health Services (UHS) stake by 87% in Q2 2026, selling an estimated $2.11K and leaving 2 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Bartlett & Co Wealth Management first reported a position in UHS in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.05K in Q4 2025. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Bartlett & Co Wealth Management held 2 shares of Universal Health Services worth $297 as of Q2 2026.
  • Bartlett & Co Wealth Management sold 13 Universal Health Services shares in Q2 2026, an estimated $2.11K.
  • Universal Health Services made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1252 holding.
  • Bartlett & Co Wealth Management first reported a position in Universal Health Services in Q3 2025 and has held it in 4 quarters since.
  • Bartlett & Co Wealth Management's Universal Health Services position peaked at $3.05K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.