Creative Planning’s Universal Health Services UHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.07M | Buy |
28,333
+375
| +1% | +$77K | ﹤0.01% | 1188 |
|
|
2025
Q4 | $6.1M | Buy |
27,958
+11,082
| +66% | +$2.45M | ﹤0.01% | 874 |
|
|
2025
Q3 | $3.45M | Buy |
16,876
+6,557
| +64% | +$1.18M | ﹤0.01% | 1109 |
|
|
2025
Q2 | $1.87M | Buy |
10,319
+1,929
| +23% | +$348K | ﹤0.01% | 1382 |
|
|
2025
Q1 | $1.58M | Buy |
8,390
+171
| +2% | +$31.2K | ﹤0.01% | 1366 |
|
|
2024
Q4 | $1.47M | Buy |
8,219
+1,575
| +24% | +$321K | ﹤0.01% | 1345 |
|
|
2024
Q3 | $1.52M | Buy |
6,644
+869
| +15% | +$187K | ﹤0.01% | 1231 |
|
|
2024
Q2 | $1.07M | Buy |
5,775
+1,140
| +25% | +$202K | ﹤0.01% | 1358 |
|
|
2024
Q1 | $846K | Buy |
4,635
+944
| +26% | +$156K | ﹤0.01% | 1450 |
|
|
2023
Q4 | $563K | Buy |
3,691
+168
| +5% | +$22.6K | ﹤0.01% | 1638 |
|
|
2023
Q3 | $443K | Buy |
3,523
+435
| +14% | +$59.4K | ﹤0.01% | 1641 |
|
|
2023
Q2 | $487K | Sell |
3,088
-14
| -0.5% | -$1.95K | ﹤0.01% | 1565 |
|
|
2023
Q1 | $394K | Buy |
3,102
+660
| +27% | +$91.1K | ﹤0.01% | 1633 |
|
|
2022
Q4 | $344K | Buy |
+2,442
| New | +$288K | ﹤0.01% | 1636 |
|
|
2022
Q2 | – | Sell |
-1,557
| Closed | -$226K | – | 2542 |
|
|
2022
Q1 | $226K | Buy |
1,557
+6
| +0.4% | +$830 | ﹤0.01% | 1818 |
|
|
2021
Q4 | $201K | Buy |
1,551
+3
| +0.2% | +$386 | ﹤0.01% | 1872 |
|
|
2021
Q3 | $214K | Sell |
1,548
-341
| -18% | -$51.6K | ﹤0.01% | 1825 |
|
|
2021
Q2 | $277K | Sell |
1,889
-235
| -11% | -$35.5K | ﹤0.01% | 1608 |
|
|
2021
Q1 | $283K | Sell |
2,124
-17
| -0.8% | -$2.25K | ﹤0.01% | 1829 |
|
|
2020
Q4 | $294K | Buy |
+2,141
| New | +$266K | ﹤0.01% | 1647 |
|
|
2019
Q3 | – | Sell |
-1,626
| Closed | -$212K | – | 2112 |
|
|
2019
Q2 | $212K | Sell |
1,626
-452
| -22% | -$56.9K | ﹤0.01% | 1585 |
|
|
2019
Q1 | $278K | Buy |
+2,078
| New | +$274K | ﹤0.01% | 1370 |
|
|
2018
Q4 | – | Sell |
-1,646
| Closed | -$210K | – | 2111 |
|
|
2018
Q3 | $210K | Buy |
+1,646
| New | +$202K | ﹤0.01% | 1648 |
|
|
2017
Q3 | – | Sell |
-1,152
| Closed | -$141K | – | 3604 |
|
|
2017
Q2 | $141K | Buy |
1,152
+27
| +2% | +$3.21K | ﹤0.01% | 1740 |
|
|
2017
Q1 | $140K | Buy |
1,125
+17
| +2% | +$2.01K | ﹤0.01% | 1736 |
|
|
2016
Q4 | $118K | Sell |
1,108
-588
| -35% | -$69.6K | ﹤0.01% | 1754 |
|
|
2016
Q3 | $209K | Buy |
1,696
+588
| +53% | +$74.5K | ﹤0.01% | 1378 |
|
|
2016
Q2 | $149K | Buy |
1,108
+55
| +5% | +$7.25K | ﹤0.01% | 1426 |
|
|
2016
Q1 | $131K | Buy |
1,053
+131
| +14% | +$14.7K | ﹤0.01% | 1470 |
|
|
2015
Q4 | $110K | Buy |
922
+22
| +2% | +$2.69K | ﹤0.01% | 1575 |
|
|
2015
Q3 | $112K | Buy |
+900
| New | +$125K | ﹤0.01% | 1532 |
|
|
2015
Q2 | – | Sell |
-933
| Closed | -$110K | – | 2912 |
|
|
2015
Q1 | $110K | Buy |
933
+32
| +4% | +$3.54K | ﹤0.01% | 1527 |
|
|
2014
Q4 | $100K | Buy |
901
+50
| +6% | +$5.25K | ﹤0.01% | 1554 |
|
|
2014
Q3 | $89K | Buy |
851
+15
| +2% | +$1.59K | ﹤0.01% | 1552 |
|
|
2014
Q2 | $80K | Buy |
836
+30
| +4% | +$2.59K | ﹤0.01% | 1576 |
|
|
2014
Q1 | $66K | Hold |
806
| – | – | ﹤0.01% | 1638 |
|
|
2013
Q4 | $65K | Hold |
806
| – | – | ﹤0.01% | 1437 |
|
|
2013
Q3 | $60K | Hold |
806
| – | – | ﹤0.01% | 1406 |
|
|
2013
Q2 | $54K | Buy |
+806
| New | +$53.3K | ﹤0.01% | 1344 |
|
Other funds holding UHS
VCM
VPM
Creative Planning's UHS Position: Q1 2026 in Review
Creative Planning increased its Universal Health Services (UHS) stake by 1.3% in Q1 2026, buying an estimated $77K and bringing the position to 28,333 shares worth $5.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1188.
Creative Planning first reported a position in UHS in Q2 2013 and has held it in 39 quarters since. The position peaked at $6.1M in Q4 2025. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.
- Creative Planning held 28,333 shares of Universal Health Services worth $5.07M as of Q1 2026.
- Creative Planning bought 375 Universal Health Services shares in Q1 2026, an estimated $77K.
- Universal Health Services made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1188 holding.
- Creative Planning first reported a position in Universal Health Services in Q2 2013 and has held it in 39 quarters since.
- Creative Planning's Universal Health Services position peaked at $6.1M in Q4 2025.
- 651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.