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
Q2 		$4.96M Sell
33,351
-81,970
-71% -$13.3M 0.01% 907
2026
Q1 		$20.6M Buy
115,321
+60,346
+110% +$12.4M 0.03% 395
2025
Q4 		$12M Buy
54,975
+18,652
+51% +$4.12M 0.02% 517
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 $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corient Private Wealth's UHS Position: Q2 2026 in Review

Corient Private Wealth reduced its Universal Health Services (UHS) stake by 71% in Q2 2026, selling an estimated $13.3M and leaving 33,351 shares worth $4.96M. The position accounts for 0.01% of the portfolio, ranked #907.

Corient Private Wealth first reported a position in UHS in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.6M in Q1 2026. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Corient Private Wealth held 33,351 shares of Universal Health Services worth $4.96M as of Q2 2026.
  • Corient Private Wealth sold 81,970 Universal Health Services shares in Q2 2026, an estimated $13.3M.
  • Universal Health Services made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #907 holding.
  • Corient Private Wealth first reported a position in Universal Health Services in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Universal Health Services position peaked at $20.6M in Q1 2026.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.