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Basepoint Wealth’s Universal Health Services UHS Stock Holding History

Basepoint Wealth’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 		$37.9K Sell
255
-27
-10% -$4.39K 0.02% 243
2026
Q1 		$50.5K Sell
282
-32
-10% -$6.57K 0.03% 211
2025
Q4 		$68.5K Buy
+314
New +$69.4K 0.04% 172

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

Basepoint Wealth's UHS Position: Q2 2026 in Review

Basepoint Wealth reduced its Universal Health Services (UHS) stake by 9.6% in Q2 2026, selling an estimated $4.39K and leaving 255 shares worth $37.9K. The position accounts for 0.02% of the portfolio, ranked #243.

Basepoint Wealth first reported a position in UHS in Q4 2025 and has held it in 3 quarters since. The position peaked at $68.5K in Q4 2025. 594 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Basepoint Wealth held 255 shares of Universal Health Services worth $37.9K as of Q2 2026.
  • Basepoint Wealth sold 27 Universal Health Services shares in Q2 2026, an estimated $4.39K.
  • Universal Health Services made up 0.02% of Basepoint Wealth's portfolio in Q2 2026, its #243 holding.
  • Basepoint Wealth first reported a position in Universal Health Services in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Universal Health Services position peaked at $68.5K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.