CW
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CreativeOne Wealth’s Universal Health Services UHS Stock Holding History

CreativeOne 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 		$1.67M Buy
+11,230
New +$1.83M 0.04% 413
2025
Q1 		– Sell
-2,111
Closed -$379K – 1149
2024
Q4 		$379K Buy
+2,111
New +$430K 0.01% 789

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

CreativeOne Wealth's UHS Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Universal Health Services (UHS) in Q2 2026: 11,230 shares worth $1.67M. The stake represents 0.04% of the portfolio and ranks #413 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in UHS as recently as Q4 2024.

CreativeOne Wealth first reported a position in UHS in Q4 2024 and has held it in 2 quarters since. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • CreativeOne Wealth held 11,230 shares of Universal Health Services worth $1.67M as of Q2 2026.
  • Universal Health Services was a new CreativeOne Wealth position in Q2 2026.
  • Universal Health Services made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #413 holding.
  • CreativeOne Wealth first reported a position in Universal Health Services in Q4 2024 and has held it in 2 quarters since.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.