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Cassady Schiller Wealth Management’s Universal Health Services UHS Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.97K Buy
+11
New +$2.24K ﹤0.01% 577
2022
Q1 		– Sell
-1
Closed – – 567
2021
Q4 		$0 Buy
+1
New +$129 ﹤0.01% 647

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cassady Schiller Wealth Management's UHS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Universal Health Services (UHS) in Q4 2024: 11 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in UHS as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in UHS in Q4 2021 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Cassady Schiller Wealth Management held 11 shares of Universal Health Services worth $1.97K as of Q4 2024.
  • Universal Health Services was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Universal Health Services made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #577 holding.
  • Cassady Schiller Wealth Management first reported a position in Universal Health Services in Q4 2021 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.