EWA
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EverSource Wealth Advisors’s Universal Health Services UHS Stock Holding History

EverSource 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 		$43.7K Sell
294
-182
-38% -$29.6K ﹤0.01% 1862
2026
Q1 		$85.2K Buy
476
+20
+4% +$4.11K ﹤0.01% 1531
2025
Q4 		$99.4K Buy
456
+35
+8% +$7.74K ﹤0.01% 1312
2025
Q3 		$86.1K Sell
421
-162
-28% -$29.1K ﹤0.01% 1366
2025
Q2 		$106K Buy
583
+284
+95% +$51.2K ﹤0.01% 1172
2025
Q1 		$56.2K Buy
299
+212
+244% +$38.7K ﹤0.01% 1182
2024
Q4 		$15.6K Buy
87
+16
+23% +$3.26K ﹤0.01% 1759
2024
Q3 		$16.3K Sell
71
-144
-67% -$31K ﹤0.01% 1599
2024
Q2 		$46K Sell
215
-20
-9% -$3.54K ﹤0.01% 1125
2024
Q1 		$40.1K Sell
235
-1
-0.4% -$165 ﹤0.01% 1067
2023
Q4 		$36K Sell
236
-31
-12% -$4.17K ﹤0.01% 1024
2023
Q3 		$33.6K Buy
267
+80
+43% +$10.9K ﹤0.01% 954
2023
Q2 		$29.5K Buy
187
+4
+2% +$558 ﹤0.01% 1015
2023
Q1 		$23.3K Buy
183
+6
+3% +$828 ﹤0.01% 1019
2022
Q4 		$24.9K Sell
177
-77
-30% -$9.09K ﹤0.01% 995
2022
Q3 		$23K Sell
254
-316
-55% -$32.7K 0.01% 861
2022
Q2 		$57K Buy
570
+444
+352% +$55.6K 0.01% 585
2022
Q1 		$18K Buy
126
+38
+43% +$5.25K ﹤0.01% 750
2021
Q4 		$12K Buy
+88
New +$11.3K ﹤0.01% 907

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

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

EverSource Wealth Advisors reduced its Universal Health Services (UHS) stake by 38% in Q2 2026, selling an estimated $29.6K and leaving 294 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

EverSource Wealth Advisors first reported a position in UHS in Q4 2021 and has held it in 19 quarters since. The position peaked at $106K in Q2 2025. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • EverSource Wealth Advisors held 294 shares of Universal Health Services worth $43.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 182 Universal Health Services shares in Q2 2026, an estimated $29.6K.
  • Universal Health Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1862 holding.
  • EverSource Wealth Advisors first reported a position in Universal Health Services in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Universal Health Services position peaked at $106K in Q2 2025.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.