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Evergreen Capital Management’s Universal Health Services UHS Stock Holding History

Evergreen Capital Management’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 		– Sell
-1,388
Closed -$248K – 1673
2026
Q1 		$248K Sell
1,388
-980
-41% -$201K 0.01% 1255
2025
Q4 		$516K Buy
+2,368
New +$523K 0.01% 725
2025
Q2 		– Sell
-1,156
Closed -$217K – 1256
2025
Q1 		$217K Buy
+1,156
New +$211K 0.01% 947

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

Evergreen Capital Management's UHS Position: Q2 2026 in Review

Evergreen Capital Management sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 1,388 shares — an estimated $248K sold.

Evergreen Capital Management first reported a position in UHS in Q1 2025 and held it in 3 quarters. The position peaked at $516K in Q4 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Evergreen Capital Management reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 1,388 Universal Health Services shares in Q2 2026, an estimated $248K.
  • Evergreen Capital Management first reported a position in Universal Health Services in Q1 2025 and held it in 3 quarters.
  • Evergreen Capital Management's Universal Health Services position peaked at $516K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.