EWA
UHS icon

EP Wealth Advisors’s Universal Health Services UHS Stock Holding History

EP Wealth 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
Q2 		$347K Buy
2,337
+487
+26% +$79.2K ﹤0.01% 1203
2026
Q1 		$331K Sell
1,850
-87
-4% -$17.9K ﹤0.01% 1100
2025
Q4 		$422K Buy
+1,937
New +$428K ﹤0.01% 958
2025
Q2 		$515K Sell
2,844
-4,581
-62% -$827K ﹤0.01% 770
2025
Q1 		$1.4M Buy
7,425
+716
+11% +$131K 0.01% 424
2024
Q4 		$1.2M Sell
6,709
-43
-0.6% -$8.76K 0.01% 448
2024
Q3 		$1.55M Buy
+6,752
New +$1.45M 0.01% 407

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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

EP Wealth Advisors's UHS Position: Q2 2026 in Review

EP Wealth Advisors increased its Universal Health Services (UHS) stake by 26% in Q2 2026, buying an estimated $79.2K and bringing the position to 2,337 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

EP Wealth Advisors first reported a position in UHS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q3 2024. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • EP Wealth Advisors held 2,337 shares of Universal Health Services worth $347K as of Q2 2026.
  • EP Wealth Advisors bought 487 Universal Health Services shares in Q2 2026, an estimated $79.2K.
  • Universal Health Services made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1203 holding.
  • EP Wealth Advisors first reported a position in Universal Health Services in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Universal Health Services position peaked at $1.55M in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.