CTWM
UHS icon

Cherry Tree Wealth Management’s Universal Health Services UHS Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-18
Closed -$3.38K – 752
2025
Q1 		$3.38K Buy
+18
New +$3.28K ﹤0.01% 578

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cherry Tree Wealth Management's UHS Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Universal Health Services (UHS) in Q2 2025, closing a stake of 18 shares — an estimated $3.38K sold.

Cherry Tree Wealth Management first reported a position in UHS in Q1 2025 and held it in 1 quarter. The position peaked at $3.38K in Q1 2025. 622 funds tracked by Wall St. Rank hold UHS as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Universal Health Services position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 18 Universal Health Services shares in Q2 2025, an estimated $3.38K.
  • Cherry Tree Wealth Management first reported a position in Universal Health Services in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Universal Health Services position peaked at $3.38K in Q1 2025.
  • 622 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.