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GeoWealth Management’s Universal Health Services UHS Stock Holding History

GeoWealth 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
2025
Q3 		– Sell
-148
Closed -$26.8K – 1206
2025
Q2 		$26.8K Sell
148
-151
-51% -$27.2K ﹤0.01% 1030
2025
Q1 		$56.2K Sell
299
-37
-11% -$6.75K ﹤0.01% 878
2024
Q4 		$60.3K Sell
336
-28
-8% -$5.7K ﹤0.01% 1103
2024
Q3 		$83.4K Buy
+364
New +$78.4K ﹤0.01% 938

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's UHS Position: Q3 2025 in Review

GeoWealth Management sold out of Universal Health Services (UHS) in Q3 2025, closing a stake of 148 shares — an estimated $26.8K sold.

GeoWealth Management first reported a position in UHS in Q3 2024 and held it in 4 quarters. The position peaked at $83.4K in Q3 2024. 631 funds tracked by Wall St. Rank hold UHS as of Q3 2025.

  • GeoWealth Management reported no remaining Universal Health Services position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 148 Universal Health Services shares in Q3 2025, an estimated $26.8K.
  • GeoWealth Management first reported a position in Universal Health Services in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Universal Health Services position peaked at $83.4K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.