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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
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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Integrated Wealth Concepts's UHS Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Universal Health Services (UHS) stake by 23% in Q1 2026, buying an estimated $76.4K and bringing the position to 1,990 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Integrated Wealth Concepts first reported a position in UHS in Q2 2025 and has held it in 4 quarters since. The position peaked at $405K in Q3 2025. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • Integrated Wealth Concepts held 1,990 shares of Universal Health Services worth $356K as of Q1 2026.
  • Integrated Wealth Concepts bought 372 Universal Health Services shares in Q1 2026, an estimated $76.4K.
  • Universal Health Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1754 holding.
  • Integrated Wealth Concepts first reported a position in Universal Health Services in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Universal Health Services position peaked at $405K in Q3 2025.
  • 651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.