Institute for Wealth Management’s Universal Health Services UHS Stock Holding History

Institute for 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	$29.7K	Buy	+200	New	+$32.5K	﹤0.01%	1016

Other funds holding UHS

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Institute for Wealth Management's UHS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Universal Health Services (UHS) in Q2 2026: 200 shares worth $29.7K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings.

304 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Institute for Wealth Management held 200 shares of Universal Health Services worth $29.7K as of Q2 2026.
Universal Health Services was a new Institute for Wealth Management position in Q2 2026.
Universal Health Services made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1016 holding.
304 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.