Corient Private Wealth
UHS icon

Corient Private Wealth’s Universal Health Services UHS Stock Holding History

Corient Private Wealth’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
Q1 		$20.6M Sell
115,321
-102,639
-47% -$21.1M 0.03% 395
2025
Q4 		$22.3M Buy
217,960
+181,637
+500% +$40.2M 0.02% 539
2025
Q3 		$7.43M Sell
36,323
-597
-2% -$107K 0.01% 588
2025
Q2 		$6.69M Buy
36,920
+3,092
+9% +$558K 0.01% 624
2025
Q1 		$6.36M Buy
33,828
+5,374
+19% +$980K 0.01% 623
2024
Q4 		$5.1M Sell
28,454
-369
-1% -$75.2K 0.01% 691
2024
Q3 		$6.6M Buy
28,823
+4,984
+21% +$1.07M 0.01% 676
2024
Q2 		$4.41M Buy
23,839
+15,708
+193% +$2.78M 0.01% 740
2024
Q1 		$1.48M Buy
8,131
+1,879
+30% +$310K ﹤0.01% 1172
2023
Q4 		$953K Buy
6,252
+1,994
+47% +$268K ﹤0.01% 1303
2023
Q3 		$535K Buy
4,258
+64
+2% +$8.74K ﹤0.01% 1461
2023
Q2 		$662K Sell
4,194
-137
-3% -$19.1K ﹤0.01% 1316
2023
Q1 		$550K Buy
4,331
+122
+3% +$16.8K ﹤0.01% 1337
2022
Q4 		$593K Buy
+4,209
New +$497K ﹤0.01% 1088

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return