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Forum Financial Management’s Universal Health Services UHS Stock Holding History

Forum Financial 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
Q1 		– Sell
-1,516
Closed -$331K – 958
2025
Q4 		$331K Buy
1,516
+101
+7% +$22.3K ﹤0.01% 698
2025
Q3 		$289K Sell
1,415
-412
-23% -$74.1K ﹤0.01% 764
2025
Q2 		$331K Sell
1,827
-133
-7% -$24K 0.01% 621
2025
Q1 		$368K Buy
1,960
+7
+0.4% +$1.28K 0.01% 487
2024
Q4 		$350K Buy
1,953
+326
+20% +$66.4K 0.01% 526
2024
Q3 		$373K Buy
1,627
+2
+0.1% +$431 0.01% 426
2024
Q2 		$301K Buy
1,625
+6
+0.4% +$1.06K 0.01% 478
2024
Q1 		$295K Hold
1,619
– – 0.01% 508
2023
Q4 		$247K Buy
+1,619
New +$218K ﹤0.01% 547
2023
Q3 		– Sell
-1,453
Closed -$229K – 676
2023
Q2 		$229K Buy
+1,453
New +$203K 0.01% 553
2022
Q2 		– Sell
-1,639
Closed -$237K – 655
2022
Q1 		$237K Sell
1,639
-130
-7% -$18K 0.01% 495
2021
Q4 		$229K Buy
+1,769
New +$227K 0.01% 553

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's UHS Position: Q1 2026 in Review

Forum Financial Management sold out of Universal Health Services (UHS) in Q1 2026, closing a stake of 1,516 shares — an estimated $331K sold.

Forum Financial Management first reported a position in UHS in Q4 2021 and held it in 12 quarters. The position peaked at $373K in Q3 2024. 656 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • Forum Financial Management reported no remaining Universal Health Services position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,516 Universal Health Services shares in Q1 2026, an estimated $331K.
  • Forum Financial Management first reported a position in Universal Health Services in Q4 2021 and held it in 12 quarters.
  • Forum Financial Management's Universal Health Services position peaked at $373K in Q3 2024.
  • 656 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.