Cornerstone Planning Group’s Universal Health Services UHS Stock Holding History

Cornerstone Planning Group’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	–	Sell	-31	Closed	-$6.29K	–	1915
2025 Q4	$6.29K	Sell	31 -1,953	-98%	-$432K	﹤0.01%	918
2025 Q3	$91.4K	Buy	+1,984	New	+$357K	0.01%	221
2025 Q1	–	Sell	-3	Closed	-$574	–	1686
2024 Q4	$574	Buy	+3	New	+$611	﹤0.01%	1096

Other funds holding UHS

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Planning Group's UHS Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Universal Health Services (UHS) in Q1 2026, closing a stake of 31 shares — an estimated $6.29K sold.

Cornerstone Planning Group first reported a position in UHS in Q4 2024 and held it in 3 quarters. The position peaked at $91.4K in Q3 2025. 653 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

Cornerstone Planning Group reported no remaining Universal Health Services position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning Group sold 31 Universal Health Services shares in Q1 2026, an estimated $6.29K.
Cornerstone Planning Group first reported a position in Universal Health Services in Q4 2024 and held it in 3 quarters.
Cornerstone Planning Group's Universal Health Services position peaked at $91.4K in Q3 2025.
653 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.