Ellsworth Advisors
UHS icon

Ellsworth Advisors’s Universal Health Services UHS Stock Holding History

Ellsworth Advisors’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 		$7.03M Buy
+40,364
New +$6.76M 1.13% 30
2024
Q1 		– Sell
-31,382
Closed -$4.78M – 201
2023
Q4 		$4.78M Buy
+31,382
New +$4.22M 1.51% 15

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KBC Group
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Assenagon Asset Management
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Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Ellsworth Advisors's UHS Position: Q3 2026 in Review

Ellsworth Advisors opened a new position in Universal Health Services (UHS) in Q3 2026: 40,364 shares worth $7.03M. The stake represents 1.13% of the portfolio and ranks #30 among its holdings. This is a return to the name: Ellsworth Advisors previously reported a position in UHS as recently as Q4 2023.

Ellsworth Advisors first reported a position in UHS in Q4 2023 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • Ellsworth Advisors held 40,364 shares of Universal Health Services worth $7.03M as of Q3 2026.
  • Universal Health Services was a new Ellsworth Advisors position in Q3 2026.
  • Universal Health Services made up 1.13% of Ellsworth Advisors's portfolio in Q3 2026, its #30 holding.
  • Ellsworth Advisors first reported a position in Universal Health Services in Q4 2023 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.