CI
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CX Institutional’s Universal Health Services UHS Stock Holding History

CX Institutional’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
Q3 		$332K Buy
1,907
+225
+13% +$37.7K 0.01% 596
2026
Q2 		$250K Buy
1,682
+550
+49% +$89.4K 0.01% 692
2026
Q1 		$203K Buy
1,132
+3
+0.3% +$616 0.01% 711
2025
Q4 		$246K Buy
1,129
+190
+20% +$42K 0.01% 640
2025
Q3 		$192K Buy
939
+183
+24% +$32.9K 0.01% 703
2025
Q2 		$137K Buy
756
+361
+91% +$65.1K ﹤0.01% 714
2025
Q1 		$74K Buy
+395
New +$72K ﹤0.01% 789
2023
Q1 		– Sell
-26,633
Closed -$3.75M – 590
2022
Q4 		$3.75M Buy
26,633
+4,098
+18% +$484K 0.23% 126
2022
Q3 		$1.99M Buy
22,535
+22,467
+33,040% +$2.32M 0.14% 183
2022
Q2 		$7K Buy
+68
New +$8.52K ﹤0.01% 1003
2021
Q4 		– Sell
-157
Closed -$22K – 861
2021
Q3 		$22K Buy
157
+5
+3% +$757 ﹤0.01% 729
2021
Q2 		$22K Buy
152
+30
+25% +$4.54K ﹤0.01% 721
2021
Q1 		$16K Buy
122
+28
+30% +$3.71K ﹤0.01% 710
2020
Q4 		$13K Buy
94
+42
+81% +$5.23K ﹤0.01% 693
2020
Q3 		$6K Buy
52
+44
+550% +$4.71K ﹤0.01% 734
2020
Q2 		$1K Sell
8
-17
-68% -$1.7K ﹤0.01% 842
2020
Q1 		$2K Sell
25
-6
-19% -$760 ﹤0.01% 693
2019
Q4 		$4K Buy
31
+4
+15% +$570 ﹤0.01% 601
2019
Q3 		$4K Buy
27
+2
+8% +$287 ﹤0.01% 640
2019
Q2 		$3K Buy
25
+4
+19% +$503 ﹤0.01% 721
2019
Q1 		$3K Buy
+21
New +$2.77K ﹤0.01% 653

Other funds holding UHS

WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's UHS Position: Q3 2026 in Review

CX Institutional increased its Universal Health Services (UHS) stake by 13% in Q3 2026, buying an estimated $37.7K and bringing the position to 1,907 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #596.

CX Institutional first reported a position in UHS in Q1 2019 and has held it in 21 quarters since. The position peaked at $3.75M in Q4 2022. 12 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • CX Institutional held 1,907 shares of Universal Health Services worth $332K as of Q3 2026.
  • CX Institutional bought 225 Universal Health Services shares in Q3 2026, an estimated $37.7K.
  • Universal Health Services made up 0.01% of CX Institutional's portfolio in Q3 2026, its #596 holding.
  • CX Institutional first reported a position in Universal Health Services in Q1 2019 and has held it in 21 quarters since.
  • CX Institutional's Universal Health Services position peaked at $3.75M in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.