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Bruce G. Allen Investments’s Universal Health Services UHS Stock Holding History

Bruce G. Allen Investments’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 		$1.04K Buy
7
+3
+75% +$488 ﹤0.01% 817
2026
Q1 		$716 Hold
4
– – ﹤0.01% 901
2025
Q4 		$872 Hold
4
– – ﹤0.01% 854
2025
Q3 		$818 Sell
4
-16
-80% -$2.88K ﹤0.01% 866
2025
Q2 		$3.62K Buy
20
+16
+400% +$2.89K ﹤0.01% 614
2025
Q1 		$752 Hold
4
– – ﹤0.01% 862
2024
Q4 		$718 Hold
4
– – ﹤0.01% 882
2024
Q3 		$916 Hold
4
– – ﹤0.01% 836
2024
Q2 		$740 Hold
4
– – ﹤0.01% 811
2024
Q1 		$730 Hold
4
– – ﹤0.01% 821
2023
Q4 		$610 Buy
+4
New +$538 ﹤0.01% 894

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's UHS Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Universal Health Services (UHS) stake by 75% in Q2 2026, buying an estimated $488 and bringing the position to 7 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Bruce G. Allen Investments first reported a position in UHS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.62K in Q2 2025. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Bruce G. Allen Investments held 7 shares of Universal Health Services worth $1.04K as of Q2 2026.
  • Bruce G. Allen Investments bought 3 Universal Health Services shares in Q2 2026, an estimated $488.
  • Universal Health Services made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #817 holding.
  • Bruce G. Allen Investments first reported a position in Universal Health Services in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Universal Health Services position peaked at $3.62K in Q2 2025.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.