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Heritage Wealth Advisors’s Universal Health Services UHS Stock Holding History

Heritage Wealth 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
Q2 		– Sell
-204
Closed -$36.5K – 731
2026
Q1 		$36.5K Buy
+204
New +$41.9K ﹤0.01% 372
2020
Q1 		– Sell
-6
Closed -$861 – 582
2019
Q4 		$861 Buy
+6
New +$855 ﹤0.01% 680
2019
Q2 		– Sell
-7
Closed -$936 – 489
2019
Q1 		$936 Hold
7
– – ﹤0.01% 429
2018
Q4 		$0 Hold
7
– – ﹤0.01% 413
2018
Q3 		$0 Buy
+7
New +$859 ﹤0.01% 393

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

Heritage Wealth Advisors's UHS Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 204 shares — an estimated $36.5K sold.

Heritage Wealth Advisors first reported a position in UHS in Q3 2018 and held it in 5 quarters. The position peaked at $36.5K in Q1 2026. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 204 Universal Health Services shares in Q2 2026, an estimated $36.5K.
  • Heritage Wealth Advisors first reported a position in Universal Health Services in Q3 2018 and held it in 5 quarters.
  • Heritage Wealth Advisors's Universal Health Services position peaked at $36.5K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.