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Catherine Avery Investment Management’s Universal Health Services UHS Stock Holding History

Catherine Avery Investment 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 		$3.12K Buy
+21
New +$3.41K ﹤0.01% 144
2026
Q1 		– Sell
-21
Closed -$4.58K – 152
2025
Q4 		$4.58K Hold
21
– – ﹤0.01% 120
2025
Q3 		$4.29K Hold
21
– – ﹤0.01% 124
2025
Q2 		$3.8K Hold
21
– – ﹤0.01% 127
2025
Q1 		$3.95K Hold
21
– – ﹤0.01% 121
2024
Q4 		$3.77K Buy
+21
New +$4.28K ﹤0.01% 121

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

Catherine Avery Investment Management's UHS Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Universal Health Services (UHS) in Q2 2026: 21 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #144 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in UHS as recently as Q4 2025.

Catherine Avery Investment Management first reported a position in UHS in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.58K in Q4 2025. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Catherine Avery Investment Management held 21 shares of Universal Health Services worth $3.12K as of Q2 2026.
  • Universal Health Services was a new Catherine Avery Investment Management position in Q2 2026.
  • Universal Health Services made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #144 holding.
  • Catherine Avery Investment Management first reported a position in Universal Health Services in Q4 2024 and has held it in 6 quarters since.
  • Catherine Avery Investment Management's Universal Health Services position peaked at $4.58K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.