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HB Wealth Management’s Universal Health Services UHS Stock Holding History

HB Wealth 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
Q2 		$233K Sell
1,568
-383
-20% -$62.3K ﹤0.01% 1515
2026
Q1 		$349K Buy
1,951
+292
+18% +$60K ﹤0.01% 1134
2025
Q4 		$362K Buy
1,659
+206
+14% +$45.5K ﹤0.01% 1050
2025
Q3 		$297K Buy
+1,453
New +$261K ﹤0.01% 1076
2025
Q2 		– Sell
-1,070
Closed -$201K – 1299
2025
Q1 		$201K Sell
1,070
-182
-15% -$33.2K ﹤0.01% 1139
2024
Q4 		$225K Buy
+1,252
New +$255K ﹤0.01% 930

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HB Wealth Management's UHS Position: Q2 2026 in Review

HB Wealth Management reduced its Universal Health Services (UHS) stake by 20% in Q2 2026, selling an estimated $62.3K and leaving 1,568 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

HB Wealth Management first reported a position in UHS in Q4 2024 and has held it in 6 quarters since. The position peaked at $362K in Q4 2025. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • HB Wealth Management held 1,568 shares of Universal Health Services worth $233K as of Q2 2026.
  • HB Wealth Management sold 383 Universal Health Services shares in Q2 2026, an estimated $62.3K.
  • Universal Health Services made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1515 holding.
  • HB Wealth Management first reported a position in Universal Health Services in Q4 2024 and has held it in 6 quarters since.
  • HB Wealth Management's Universal Health Services position peaked at $362K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.