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Briaud Financial Planning’s Universal Health Services UHS Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-90
Closed -$16K – 317
2025
Q2 		$16K Buy
+90
New +$16.2K 0.01% 202

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Briaud Financial Planning's UHS Position: Q3 2025 in Review

Briaud Financial Planning sold out of Universal Health Services (UHS) in Q3 2025, closing a stake of 90 shares — an estimated $16K sold.

Briaud Financial Planning first reported a position in UHS in Q2 2025 and held it in 1 quarter. The position peaked at $16K in Q2 2025. 631 funds tracked by Wall St. Rank hold UHS as of Q3 2025.

  • Briaud Financial Planning reported no remaining Universal Health Services position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 90 Universal Health Services shares in Q3 2025, an estimated $16K.
  • Briaud Financial Planning first reported a position in Universal Health Services in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Universal Health Services position peaked at $16K in Q2 2025.
  • 631 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.