Jones Financial Companies
UHS icon

Jones Financial Companies’s Universal Health Services UHS Stock Holding History

Jones Financial Companies’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 		$113K Buy
774
+57
+8% +$9.27K ﹤0.01% 2816
2026
Q1 		$132K Buy
717
+389
+119% +$79.9K ﹤0.01% 2555
2025
Q4 		$71.6K Buy
328
+55
+20% +$12.2K ﹤0.01% 2367
2025
Q3 		$54.9K Buy
273
+3
+1% +$540 ﹤0.01% 2338
2025
Q2 		$48.2K Buy
270
+30
+13% +$5.41K ﹤0.01% 2242
2025
Q1 		$44.7K Sell
240
-38
-14% -$6.93K ﹤0.01% 2108
2024
Q4 		$49.9K Sell
278
-169
-38% -$34.4K ﹤0.01% 1881
2024
Q3 		$103K Buy
447
+419
+1,496% +$90.3K ﹤0.01% 1391
2024
Q2 		$5.18K Buy
+28
New +$4.96K ﹤0.01% 1934
2024
Q1 		– Sell
-7
Closed -$1.07K – 1451
2023
Q4 		$1.07K Buy
+7
New +$942 ﹤0.01% 959
2022
Q2 		– Sell
-17
Closed -$2K – 841
2022
Q1 		$2K Buy
+17
New +$2.35K ﹤0.01% 657
2013
Q3 		– Sell
-350
Closed -$23K – 835
2013
Q2 		$23K Buy
+350
New +$23.1K ﹤0.01% 443

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies's UHS Position: Q2 2026 in Review

Jones Financial Companies increased its Universal Health Services (UHS) stake by 7.9% in Q2 2026, buying an estimated $9.27K and bringing the position to 774 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

Jones Financial Companies first reported a position in UHS in Q2 2013 and has held it in 12 quarters since. The position peaked at $132K in Q1 2026. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Jones Financial Companies held 774 shares of Universal Health Services worth $113K as of Q2 2026.
  • Jones Financial Companies bought 57 Universal Health Services shares in Q2 2026, an estimated $9.27K.
  • Universal Health Services made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2816 holding.
  • Jones Financial Companies first reported a position in Universal Health Services in Q2 2013 and has held it in 12 quarters since.
  • Jones Financial Companies's Universal Health Services position peaked at $132K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.