Compass Ion Advisors’s Universal Health Services UHS Stock Holding History

Compass Ion 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
2025 Q2	–	Sell	-1,084	Closed	-$204K	–	275
2025 Q1	$204K	Buy	+1,084	New	+$198K	0.02%	253
2024 Q4	–	Sell	-1,081	Closed	-$248K	–	269
2024 Q3	$248K	Buy	+1,081	New	+$233K	0.03%	225

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Compass Ion Advisors's UHS Position: Q2 2025 in Review

Compass Ion Advisors sold out of Universal Health Services (UHS) in Q2 2025, closing a stake of 1,084 shares — an estimated $204K sold.

Compass Ion Advisors first reported a position in UHS in Q3 2024 and held it in 2 quarters. The position peaked at $248K in Q3 2024. 622 funds tracked by Wall St. Rank hold UHS as of Q2 2025.

Compass Ion Advisors reported no remaining Universal Health Services position as of Q2 2025 after selling out during the quarter.
Compass Ion Advisors sold 1,084 Universal Health Services shares in Q2 2025, an estimated $204K.
Compass Ion Advisors first reported a position in Universal Health Services in Q3 2024 and held it in 2 quarters.
Compass Ion Advisors's Universal Health Services position peaked at $248K in Q3 2024.
622 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2025.

Based on Compass Ion Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.