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Family Legacy Financial Solutions’s Universal Health Services UHS Stock Holding History

Family Legacy Financial Solutions’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 		$212K Buy
+1,217
New +$204K 0.12% 49
2026
Q1 		– Sell
-1,217
Closed -$243K – 54
2025
Q4 		$243K Hold
1,217
– – 0.19% 49
2025
Q3 		$249K Hold
1,217
– – 0.19% 47
2025
Q2 		$221K Buy
+1,217
New +$220K 0.19% 50

Other funds holding UHS

WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Family Legacy Financial Solutions's UHS Position: Q3 2026 in Review

Family Legacy Financial Solutions opened a new position in Universal Health Services (UHS) in Q3 2026: 1,217 shares worth $212K. The stake represents 0.12% of the portfolio and ranks #49 among its holdings. This is a return to the name: Family Legacy Financial Solutions previously reported a position in UHS as recently as Q4 2025.

Family Legacy Financial Solutions first reported a position in UHS in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q3 2025. 12 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • Family Legacy Financial Solutions held 1,217 shares of Universal Health Services worth $212K as of Q3 2026.
  • Universal Health Services was a new Family Legacy Financial Solutions position in Q3 2026.
  • Universal Health Services made up 0.12% of Family Legacy Financial Solutions's portfolio in Q3 2026, its #49 holding.
  • Family Legacy Financial Solutions first reported a position in Universal Health Services in Q2 2025 and has held it in 4 quarters since.
  • Family Legacy Financial Solutions's Universal Health Services position peaked at $249K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.