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Cassaday & Co Wealth Management’s Universal Health Services UHS Stock Holding History

Cassaday & Co Wealth Management’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 		$17.1K Hold
115
– – ﹤0.01% 795
2026
Q1 		$20.6K Buy
+115
New +$23.6K ﹤0.01% 779

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's UHS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Universal Health Services (UHS) position steady in Q2 2026 at 115 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Cassaday & Co Wealth Management first reported a position in UHS in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.6K in Q1 2026. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Cassaday & Co Wealth Management held 115 shares of Universal Health Services worth $17.1K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Universal Health Services share count unchanged in Q2 2026.
  • Universal Health Services made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #795 holding.
  • Cassaday & Co Wealth Management first reported a position in Universal Health Services in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Universal Health Services position peaked at $20.6K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.