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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
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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EP Wealth Advisors's UHS Position: Q1 2026 in Review

EP Wealth Advisors reduced its Universal Health Services (UHS) stake by 4.5% in Q1 2026, selling an estimated $17.9K and leaving 1,850 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

EP Wealth Advisors first reported a position in UHS in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.55M in Q3 2024. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • EP Wealth Advisors held 1,850 shares of Universal Health Services worth $331K as of Q1 2026.
  • EP Wealth Advisors sold 87 Universal Health Services shares in Q1 2026, an estimated $17.9K.
  • Universal Health Services made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1100 holding.
  • EP Wealth Advisors first reported a position in Universal Health Services in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Universal Health Services position peaked at $1.55M in Q3 2024.
  • 651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.