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 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

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

Concord Wealth Partners's UHS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Universal Health Services (UHS) in Q2 2026: 39 shares worth $5.8K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in UHS as recently as Q4 2022.

Concord Wealth Partners first reported a position in UHS in Q1 2021 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Concord Wealth Partners held 39 shares of Universal Health Services worth $5.8K as of Q2 2026.
Universal Health Services was a new Concord Wealth Partners position in Q2 2026.
Universal Health Services made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #637 holding.
Concord Wealth Partners first reported a position in Universal Health Services in Q1 2021 and has held it in 7 quarters since.
595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.