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BOK Financial Private Wealth’s Universal Health Services UHS Stock Holding History

BOK Financial Private 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
2025
Q2 		– Sell
-38
Closed -$7.14K – 496
2025
Q1 		$7.14K Buy
+38
New +$6.93K ﹤0.01% 407

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BOK Financial Private Wealth's UHS Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Universal Health Services (UHS) in Q2 2025, closing a stake of 38 shares — an estimated $7.14K sold.

BOK Financial Private Wealth first reported a position in UHS in Q1 2025 and held it in 1 quarter. The position peaked at $7.14K in Q1 2025. 622 funds tracked by Wall St. Rank hold UHS as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining Universal Health Services position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 38 Universal Health Services shares in Q2 2025, an estimated $7.14K.
  • BOK Financial Private Wealth first reported a position in Universal Health Services in Q1 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's Universal Health Services position peaked at $7.14K in Q1 2025.
  • 622 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.