BHWM
UHS icon

Bay Harbor Wealth Management’s Universal Health Services UHS Stock Holding History

Bay Harbor 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 		$1.49K Sell
10
-2
-17% -$325 ﹤0.01% 744
2026
Q1 		$2.15K Buy
12
+2
+20% +$411 ﹤0.01% 552
2025
Q4 		$2.18K Buy
10
+6
+150% +$1.33K ﹤0.01% 460
2025
Q3 		$817 Hold
4
– – ﹤0.01% 578
2025
Q2 		$724 Buy
4
+2
+100% +$361 ﹤0.01% 532
2025
Q1 		$375 Buy
+2
New +$365 ﹤0.01% 499

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

Bay Harbor Wealth Management's UHS Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Universal Health Services (UHS) stake by 17% in Q2 2026, selling an estimated $325 and leaving 10 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Bay Harbor Wealth Management first reported a position in UHS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.18K in Q4 2025. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Bay Harbor Wealth Management held 10 shares of Universal Health Services worth $1.49K as of Q2 2026.
  • Bay Harbor Wealth Management sold 2 Universal Health Services shares in Q2 2026, an estimated $325.
  • Universal Health Services made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #744 holding.
  • Bay Harbor Wealth Management first reported a position in Universal Health Services in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Universal Health Services position peaked at $2.18K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.