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Innovative Asset Advisors Group’s Universal Health Services UHS Stock Holding History

Innovative Asset Advisors 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
2026
Q2 		– Sell
-23
Closed -$4.12K – 981
2026
Q1 		$4.12K Buy
+23
New +$4.72K ﹤0.01% 805

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Innovative Asset Advisors Group's UHS Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 23 shares — an estimated $4.12K sold.

Innovative Asset Advisors Group first reported a position in UHS in Q1 2026 and held it in 1 quarter. The position peaked at $4.12K in Q1 2026. 554 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 23 Universal Health Services shares in Q2 2026, an estimated $4.12K.
  • Innovative Asset Advisors Group first reported a position in Universal Health Services in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Universal Health Services position peaked at $4.12K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.