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Crestwood Advisors Group’s Universal Health Services UHS Stock Holding History

Crestwood Advisors 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
Q2 		$296K Buy
1,994
+687
+53% +$112K ﹤0.01% 687
2026
Q1 		$234K Sell
1,307
-489
-27% -$100K ﹤0.01% 681
2025
Q4 		$392K Buy
+1,796
New +$397K 0.01% 442

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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

Crestwood Advisors Group's UHS Position: Q2 2026 in Review

Crestwood Advisors Group increased its Universal Health Services (UHS) stake by 53% in Q2 2026, buying an estimated $112K and bringing the position to 1,994 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Crestwood Advisors Group first reported a position in UHS in Q4 2025 and has held it in 3 quarters since. The position peaked at $392K in Q4 2025. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Crestwood Advisors Group held 1,994 shares of Universal Health Services worth $296K as of Q2 2026.
  • Crestwood Advisors Group bought 687 Universal Health Services shares in Q2 2026, an estimated $112K.
  • Universal Health Services made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #687 holding.
  • Crestwood Advisors Group first reported a position in Universal Health Services in Q4 2025 and has held it in 3 quarters since.
  • Crestwood Advisors Group's Universal Health Services position peaked at $392K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.