Carson Wealth (CWM LLC)’s Universal Health Services UHS Stock Holding History

Carson Wealth (CWM 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 Q1	$2.42M	Sell	13,526 -686	-5%	-$141K	0.01%	1124
2025 Q4	$3.1M	Buy	14,212 +778	+6%	+$172K	0.01%	976
2025 Q3	$2.75M	Buy	13,434 +2,326	+21%	+$419K	0.01%	961
2025 Q2	$2.01M	Sell	11,108 -208	-2%	-$37.5K	0.01%	948
2025 Q1	$2.13M	Buy	11,316 +7,858	+227%	+$1.43M	0.01%	811
2024 Q4	$621K	Sell	3,458 -999	-22%	-$203K	﹤0.01%	1296
2024 Q3	$1.02M	Buy	4,457 +3,515	+373%	+$757K	﹤0.01%	1017
2024 Q2	$174K	Buy	942 +226	+32%	+$40K	﹤0.01%	1659
2024 Q1	$131K	Buy	716 +40	+6%	+$6.61K	﹤0.01%	1728
2023 Q4	$103K	Sell	676 -154	-19%	-$20.7K	﹤0.01%	1754
2023 Q3	$104K	Buy	830 +50	+6%	+$6.83K	﹤0.01%	1605
2023 Q2	$123K	Buy	780 +47	+6%	+$6.55K	﹤0.01%	1465
2023 Q1	$93K	Buy	733 +329	+81%	+$45.4K	﹤0.01%	1532
2022 Q4	$57K	Sell	404 -83	-17%	-$9.8K	﹤0.01%	1667
2022 Q3	$43K	Sell	487 -1,064	-69%	-$110K	﹤0.01%	1736
2022 Q2	$156K	Sell	1,551 -3	-0.2%	-$376	﹤0.01%	1143
2022 Q1	$225K	Buy	1,554 +176	+13%	+$24.3K	﹤0.01%	996
2021 Q4	$179K	Buy	+1,378	New	+$177K	﹤0.01%	1073
2021 Q2	$184K	Hold	1,256	–	–	﹤0.01%	931
2021 Q1	$184K	Hold	1,256	–	–	﹤0.01%	931
2020 Q4	$184K	Hold	1,256	–	–	﹤0.01%	931
2020 Q3	$184K	Hold	1,256	–	–	﹤0.01%	931
2020 Q2	$184K	Hold	1,256	–	–	﹤0.01%	931
2020 Q1	$184K	Hold	1,256	–	–	﹤0.01%	931
2019 Q4	$184K	Hold	1,256	–	–	﹤0.01%	931
2019 Q3	$184K	Hold	1,256	–	–	﹤0.01%	931
2019 Q2	$184K	Hold	1,256	–	–	﹤0.01%	931
2019 Q1	$184K	Buy	1,256 +1,248	+15,600%	+$164K	﹤0.01%	931
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	2003
2018 Q3	$1K	Buy	+8	New	+$982	﹤0.01%	1760
2018 Q1	–	Sell	-39	Closed	-$4K	–	1541
2017 Q4	$4K	Hold	39	–	–	﹤0.01%	1161
2017 Q3	$4K	Hold	39	–	–	﹤0.01%	1163
2017 Q2	$5K	Hold	39	–	–	﹤0.01%	891
2017 Q1	$5K	Hold	39	–	–	﹤0.01%	877
2016 Q4	$4K	Sell	39 -93	-70%	-$11K	﹤0.01%	895
2016 Q3	$16K	Buy	+132	New	+$16.7K	﹤0.01%	589
2014 Q1	–	Sell	-399	Closed	-$32K	–	466
2013 Q4	$32K	Hold	399	–	–	0.01%	318
2013 Q3	$30K	Buy	+399	New	+$27.8K	0.01%	232

Other funds holding UHS

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UHS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Universal Health Services (UHS) stake by 4.8% in Q1 2026, selling an estimated $141K and leaving 13,526 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #1124.

Carson Wealth (CWM LLC) first reported a position in UHS in Q3 2013 and has held it in 38 quarters since. The position peaked at $3.1M in Q4 2025. 654 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

Carson Wealth (CWM LLC) held 13,526 shares of Universal Health Services worth $2.42M as of Q1 2026.
Carson Wealth (CWM LLC) sold 686 Universal Health Services shares in Q1 2026, an estimated $141K.
Universal Health Services made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1124 holding.
Carson Wealth (CWM LLC) first reported a position in Universal Health Services in Q3 2013 and has held it in 38 quarters since.
Carson Wealth (CWM LLC)'s Universal Health Services position peaked at $3.1M in Q4 2025.
654 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.