Clearstead Trust’s Universal Health Services UHS Stock Holding History

Clearstead Trust’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	–	Sell	-42	Closed	-$7.52K	–	1022
2026 Q1	$7.52K	Buy	42 +12	+40%	+$2.46K	﹤0.01%	660
2025 Q4	$6.54K	Sell	30 -3	-9%	-$663	﹤0.01%	699
2025 Q3	$6.75K	Sell	33 -24	-42%	-$4.32K	﹤0.01%	687
2025 Q2	$10.3K	Buy	57 +33	+138%	+$5.95K	﹤0.01%	582
2025 Q1	$4.51K	Buy	+24	New	+$4.38K	﹤0.01%	624

Other funds holding UHS

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearstead Trust's UHS Position: Q2 2026 in Review

Clearstead Trust sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 42 shares — an estimated $7.52K sold.

Clearstead Trust first reported a position in UHS in Q1 2025 and held it in 5 quarters. The position peaked at $10.3K in Q2 2025. 594 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Clearstead Trust reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
Clearstead Trust sold 42 Universal Health Services shares in Q2 2026, an estimated $7.52K.
Clearstead Trust first reported a position in Universal Health Services in Q1 2025 and held it in 5 quarters.
Clearstead Trust's Universal Health Services position peaked at $10.3K in Q2 2025.
594 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

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