Concord Wealth Partners’s Universal Health Services UHS Stock Holding History

Concord Wealth Partners’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 Q3	$3.48K	Sell	20 -19	-49%	-$3.18K	﹤0.01%	669
2026 Q2	$5.8K	Buy	+39	New	+$6.34K	﹤0.01%	637
2023 Q1	–	Sell	-16	Closed	-$2.25K	–	1226
2022 Q4	$2.25K	Buy	+16	New	+$1.89K	﹤0.01%	912
2022 Q3	–	Sell	-21	Closed	-$2K	–	1086
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	1075
2022 Q1	$3K	Buy	21 +7	+50%	+$968	﹤0.01%	1042
2021 Q4	$2K	Buy	+14	New	+$1.8K	﹤0.01%	1173
2021 Q3	–	Sell	-14	Closed	-$2K	–	1027
2021 Q2	$2K	Buy	14 +11	+367%	+$1.66K	﹤0.01%	919
2021 Q1	$0	Buy	+3	New	+$398	﹤0.01%	1062

Other funds holding UHS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Concord Wealth Partners's UHS Position: Q3 2026 in Review

Concord Wealth Partners reduced its Universal Health Services (UHS) stake by 49% in Q3 2026, selling an estimated $3.18K and leaving 20 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Concord Wealth Partners first reported a position in UHS in Q1 2021 and has held it in 8 quarters since. The position peaked at $5.8K in Q2 2026. 329 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

Concord Wealth Partners held 20 shares of Universal Health Services worth $3.48K as of Q3 2026.
Concord Wealth Partners sold 19 Universal Health Services shares in Q3 2026, an estimated $3.18K.
Universal Health Services made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #669 holding.
Concord Wealth Partners first reported a position in Universal Health Services in Q1 2021 and has held it in 8 quarters since.
Concord Wealth Partners's Universal Health Services position peaked at $5.8K in Q2 2026.
329 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.