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Clearstead Advisors’s Universal Health Services UHS Stock Holding History

Clearstead Advisors’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 		$56.4K Buy
379
+375
+9,375% +$61K ﹤0.01% 1464
2026
Q1 		$716 Sell
4
-24
-86% -$4.93K ﹤0.01% 2083
2025
Q4 		$6.11K Sell
28
-97
-78% -$21.4K ﹤0.01% 1982
2025
Q3 		$25.6K Sell
125
-40
-24% -$7.2K ﹤0.01% 1532
2025
Q2 		$29.9K Sell
165
-125
-43% -$22.6K ﹤0.01% 1458
2025
Q1 		$54.5K Buy
290
+171
+144% +$31.2K ﹤0.01% 1153
2024
Q4 		$21.4K Sell
119
-77
-39% -$15.7K ﹤0.01% 1365
2024
Q3 		$44.9K Buy
196
+117
+148% +$25.2K ﹤0.01% 1230
2024
Q2 		$14.6K Hold
79
– – ﹤0.01% 1455
2024
Q1 		$14.1K Hold
79
– – ﹤0.01% 1005
2023
Q4 		$12K Sell
79
-79
-50% -$10.6K ﹤0.01% 1028
2023
Q3 		$19.9K Buy
158
+79
+100% +$10.8K ﹤0.01% 1031
2023
Q2 		$12.5K Hold
79
– – ﹤0.01% 957
2023
Q1 		$10K Hold
79
– – ﹤0.01% 948
2022
Q4 		$11.1K Hold
79
– – ﹤0.01% 894
2022
Q3 		$7K Hold
79
– – ﹤0.01% 943
2022
Q2 		$8K Hold
79
– – ﹤0.01% 956
2022
Q1 		$11K Hold
79
– – ﹤0.01% 979
2021
Q4 		$10K Hold
79
– – ﹤0.01% 930
2021
Q3 		$11K Sell
79
-12
-13% -$1.82K ﹤0.01% 936
2021
Q2 		$13K Buy
91
+12
+15% +$1.81K ﹤0.01% 770
2021
Q1 		$11K Hold
79
– – ﹤0.01% 775
2020
Q4 		$11K Hold
79
– – ﹤0.01% 712
2020
Q3 		$8K Hold
79
– – ﹤0.01% 703
2020
Q2 		$7K Hold
79
– – ﹤0.01% 641
2020
Q1 		$8K Buy
+79
New +$10K ﹤0.01% 600

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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

Clearstead Advisors's UHS Position: Q2 2026 in Review

Clearstead Advisors increased its Universal Health Services (UHS) stake by 9,375% in Q2 2026, buying an estimated $61K and bringing the position to 379 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Clearstead Advisors first reported a position in UHS in Q1 2020 and has held it in 26 quarters since. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Clearstead Advisors held 379 shares of Universal Health Services worth $56.4K as of Q2 2026.
  • Clearstead Advisors bought 375 Universal Health Services shares in Q2 2026, an estimated $61K.
  • Universal Health Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1464 holding.
  • Clearstead Advisors first reported a position in Universal Health Services in Q1 2020 and has held it in 26 quarters since.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.