Concurrent Investment Advisors’s Universal Health Services UHS Stock Holding History

Concurrent Investment 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	$218K	Buy	1,465 +174	+13%	+$28.3K	﹤0.01%	1896
2026 Q1	$231K	Buy	1,291 +241	+23%	+$49.5K	﹤0.01%	1655
2025 Q4	$229K	Buy	+1,050	New	+$232K	﹤0.01%	1567
2025 Q1	–	Sell	-1,422	Closed	-$255K	–	1339
2024 Q4	$255K	Buy	+1,422	New	+$290K	0.01%	889
2024 Q1	–	Sell	-4,367	Closed	-$666K	–	1002
2023 Q4	$666K	Buy	+4,367	New	+$588K	0.03%	421

Other funds holding UHS

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Concurrent Investment Advisors's UHS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Universal Health Services (UHS) stake by 13% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,465 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Concurrent Investment Advisors first reported a position in UHS in Q4 2023 and has held it in 5 quarters since. The position peaked at $666K in Q4 2023. 183 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Concurrent Investment Advisors held 1,465 shares of Universal Health Services worth $218K as of Q2 2026.
Concurrent Investment Advisors bought 174 Universal Health Services shares in Q2 2026, an estimated $28.3K.
Universal Health Services made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1896 holding.
Concurrent Investment Advisors first reported a position in Universal Health Services in Q4 2023 and has held it in 5 quarters since.
Concurrent Investment Advisors's Universal Health Services position peaked at $666K in Q4 2023.
183 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.