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Carolina Wealth Advisors’s Universal Health Services UHS Stock Holding History

Carolina Wealth Advisors’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
Q1 		– Sell
-11
Closed -$2.4K – 332
2025
Q4 		$2.4K Buy
+11
New +$2.43K ﹤0.01% 224

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carolina Wealth Advisors's UHS Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Universal Health Services (UHS) in Q1 2026, closing a stake of 11 shares — an estimated $2.4K sold.

Carolina Wealth Advisors first reported a position in UHS in Q4 2025 and held it in 1 quarter. The position peaked at $2.4K in Q4 2025. 656 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining Universal Health Services position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 11 Universal Health Services shares in Q1 2026, an estimated $2.4K.
  • Carolina Wealth Advisors first reported a position in Universal Health Services in Q4 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's Universal Health Services position peaked at $2.4K in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.