IWC
UHS icon

Integrated Wealth Concepts’s Universal Health Services UHS Stock Holding History

Integrated Wealth Concepts’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
-1,990
Closed -$356K – 2535
2026
Q1 		$356K Buy
1,990
+372
+23% +$76.4K ﹤0.01% 1754
2025
Q4 		$353K Sell
1,618
-365
-18% -$80.7K ﹤0.01% 1253
2025
Q3 		$405K Buy
1,983
+299
+18% +$53.8K ﹤0.01% 1463
2025
Q2 		$305K Buy
+1,684
New +$304K ﹤0.01% 1538

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's UHS Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 1,990 shares — an estimated $356K sold.

Integrated Wealth Concepts first reported a position in UHS in Q2 2025 and held it in 4 quarters. The position peaked at $405K in Q3 2025. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,990 Universal Health Services shares in Q2 2026, an estimated $356K.
  • Integrated Wealth Concepts first reported a position in Universal Health Services in Q2 2025 and held it in 4 quarters.
  • Integrated Wealth Concepts's Universal Health Services position peaked at $405K in Q3 2025.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.