BWL
UHS icon

Bogart Wealth LLC’s Universal Health Services UHS Stock Holding History

Bogart Wealth LLC’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 		$1.78K Buy
12
+11
+1,100% +$1.79K ﹤0.01% 1493
2026
Q1 		$179 Buy
+1
New +$205 ﹤0.01% 1707
2025
Q3 		– Sell
-4
Closed -$725 – 1591
2025
Q2 		$725 Buy
+4
New +$722 ﹤0.01% 1263
2022
Q4 		– Hold
0
– – – 1012
2020
Q3 		– Sell
-15
Closed -$1K – 486
2020
Q2 		$1K Hold
15
– – ﹤0.01% 440
2020
Q1 		$1K Buy
+15
New +$1.9K ﹤0.01% 412

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

Bogart Wealth LLC's UHS Position: Q2 2026 in Review

Bogart Wealth LLC increased its Universal Health Services (UHS) stake by 1,100% in Q2 2026, buying an estimated $1.79K and bringing the position to 12 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Bogart Wealth LLC first reported a position in UHS in Q1 2020 and has held it in 5 quarters since. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Bogart Wealth LLC held 12 shares of Universal Health Services worth $1.78K as of Q2 2026.
  • Bogart Wealth LLC bought 11 Universal Health Services shares in Q2 2026, an estimated $1.79K.
  • Universal Health Services made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1493 holding.
  • Bogart Wealth LLC first reported a position in Universal Health Services in Q1 2020 and has held it in 5 quarters since.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.