EWP
UHS icon

Elevation Wealth Partners’s Universal Health Services UHS Stock Holding History

Elevation Wealth Partners’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 		$68.3K Buy
392
+199
+103% +$33.4K 0.02% 288
2026
Q2 		$28.7K Buy
193
+161
+503% +$26.2K 0.01% 468
2026
Q1 		$5.73K Buy
32
+7
+28% +$1.44K ﹤0.01% 668
2025
Q4 		$5.45K Buy
25
+3
+14% +$663 ﹤0.01% 607
2025
Q3 		$4.5K Buy
+22
New +$3.96K ﹤0.01% 499

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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
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

Elevation Wealth Partners's UHS Position: Q3 2026 in Review

Elevation Wealth Partners increased its Universal Health Services (UHS) stake by 103% in Q3 2026, buying an estimated $33.4K and bringing the position to 392 shares worth $68.3K. The position accounts for 0.02% of the portfolio, ranked #288.

Elevation Wealth Partners first reported a position in UHS in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • Elevation Wealth Partners held 392 shares of Universal Health Services worth $68.3K as of Q3 2026.
  • Elevation Wealth Partners bought 199 Universal Health Services shares in Q3 2026, an estimated $33.4K.
  • Universal Health Services made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #288 holding.
  • Elevation Wealth Partners first reported a position in Universal Health Services in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.