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Farther Finance Advisors’s Universal Health Services UHS Stock Holding History

Farther Finance 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
Q3 		$239K Buy
1,371
+695
+103% +$116K ﹤0.01% 2153
2026
Q2 		$100K Buy
676
+6
+0.9% +$975 ﹤0.01% 2701
2026
Q1 		$119K Sell
670
-516
-44% -$106K ﹤0.01% 2382
2025
Q4 		$259K Buy
1,186
+824
+228% +$182K ﹤0.01% 1746
2025
Q3 		$74K Buy
362
+8
+2% +$1.44K ﹤0.01% 2218
2025
Q2 		$64.1K Buy
354
+66
+23% +$11.9K ﹤0.01% 2007
2025
Q1 		$54.1K Buy
288
+34
+13% +$6.2K ﹤0.01% 1854
2024
Q4 		$45.6K Sell
254
-2,419
-90% -$493K ﹤0.01% 1708
2024
Q3 		$612K Buy
2,673
+2,469
+1,210% +$532K 0.02% 513
2024
Q2 		$37.2K Buy
204
+18
+10% +$3.19K ﹤0.01% 1535
2024
Q1 		$32.6K Buy
186
+3
+2% +$496 ﹤0.01% 1334
2023
Q4 		$27.9K Buy
183
+47
+35% +$6.33K ﹤0.01% 1234
2023
Q3 		$17.1K Sell
136
-2
-1% -$273 ﹤0.01% 1130
2023
Q2 		$21.8K Buy
138
+8
+6% +$1.12K ﹤0.01% 972
2023
Q1 		$16.5K Buy
130
+11
+9% +$1.52K ﹤0.01% 960
2022
Q4 		$16.8K Buy
+119
New +$14K 0.01% 787

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
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 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

Farther Finance Advisors's UHS Position: Q3 2026 in Review

Farther Finance Advisors increased its Universal Health Services (UHS) stake by 103% in Q3 2026, buying an estimated $116K and bringing the position to 1,371 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Farther Finance Advisors first reported a position in UHS in Q4 2022 and has held it in 16 quarters since. The position peaked at $612K in Q3 2024. 12 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • Farther Finance Advisors held 1,371 shares of Universal Health Services worth $239K as of Q3 2026.
  • Farther Finance Advisors bought 695 Universal Health Services shares in Q3 2026, an estimated $116K.
  • Universal Health Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2153 holding.
  • Farther Finance Advisors first reported a position in Universal Health Services in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Universal Health Services position peaked at $612K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.