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GoalVest Advisory’s Universal Health Services UHS Stock Holding History

GoalVest Advisory’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 		$15.2K Buy
+87
New +$14.6K ﹤0.01% 362
2022
Q2 		– Sell
-1
Closed – – 529
2022
Q1 		$0 Buy
+1
New +$138 ﹤0.01% 501

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
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GoalVest Advisory's UHS Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Universal Health Services (UHS) in Q3 2026: 87 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in UHS as recently as Q1 2022.

GoalVest Advisory first reported a position in UHS in Q1 2022 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • GoalVest Advisory held 87 shares of Universal Health Services worth $15.2K as of Q3 2026.
  • Universal Health Services was a new GoalVest Advisory position in Q3 2026.
  • Universal Health Services made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #362 holding.
  • GoalVest Advisory first reported a position in Universal Health Services in Q1 2022 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.