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Diversified Trust’s Universal Health Services UHS Stock Holding History

Diversified Trust’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
2025
Q3 		– Sell
-1,440
Closed -$261K – 1065
2025
Q2 		$261K Buy
1,440
+233
+19% +$42K 0.01% 798
2025
Q1 		$227K Sell
1,207
-1,749
-59% -$319K 0.01% 817
2024
Q4 		$530K Sell
2,956
-355
-11% -$72.3K 0.01% 578
2024
Q3 		$758K Buy
+3,311
New +$713K 0.02% 468
2023
Q3 		– Sell
-3,174
Closed -$501K – 930
2023
Q2 		$501K Buy
+3,174
New +$443K 0.02% 460
2022
Q1 		– Sell
-2,890
Closed -$375K – 893
2021
Q4 		$375K Buy
2,890
+6
+0.2% +$771 0.01% 553
2021
Q3 		$399K Sell
2,884
-1,225
-30% -$185K 0.01% 476
2021
Q2 		$602K Buy
4,109
+894
+28% +$135K 0.02% 336
2021
Q1 		$429K Buy
3,215
+401
+14% +$53.2K 0.02% 425
2020
Q4 		$387K Buy
2,814
+630
+29% +$78.4K 0.02% 429
2020
Q3 		$234K Buy
+2,184
New +$234K 0.01% 526

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversified Trust's UHS Position: Q3 2025 in Review

Diversified Trust sold out of Universal Health Services (UHS) in Q3 2025, closing a stake of 1,440 shares — an estimated $261K sold.

Diversified Trust first reported a position in UHS in Q3 2020 and held it in 11 quarters. The position peaked at $758K in Q3 2024. 631 funds tracked by Wall St. Rank hold UHS as of Q3 2025.

  • Diversified Trust reported no remaining Universal Health Services position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 1,440 Universal Health Services shares in Q3 2025, an estimated $261K.
  • Diversified Trust first reported a position in Universal Health Services in Q3 2020 and held it in 11 quarters.
  • Diversified Trust's Universal Health Services position peaked at $758K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.