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Independent Financial Group’s Universal Health Services UHS Stock Holding History

Independent Financial Group’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
2024
Q4 		– Sell
-2,298
Closed -$526K – 1244
2024
Q3 		$526K Buy
+2,298
New +$495K 0.02% 636
2023
Q3 		– Sell
-1,282
Closed -$202K – 955
2023
Q2 		$202K Buy
+1,282
New +$179K 0.01% 810

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Financial Group's UHS Position: Q4 2024 in Review

Independent Financial Group sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 2,298 shares — an estimated $526K sold.

Independent Financial Group first reported a position in UHS in Q2 2023 and held it in 2 quarters. The position peaked at $526K in Q3 2024. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Independent Financial Group reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 2,298 Universal Health Services shares in Q4 2024, an estimated $526K.
  • Independent Financial Group first reported a position in Universal Health Services in Q2 2023 and held it in 2 quarters.
  • Independent Financial Group's Universal Health Services position peaked at $526K in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.