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JPL Wealth Management’s Universal Health Services UHS Stock Holding History

JPL 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 		$2.23K Sell
15
-3
-17% -$488 ﹤0.01% 1036
2026
Q1 		$3.22K Buy
+18
New +$3.7K ﹤0.01% 814
2025
Q4 		– Sell
-18
Closed -$3.68K – 1064
2025
Q3 		$3.68K Buy
+18
New +$3.24K ﹤0.01% 725

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 $3.37T 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

JPL Wealth Management's UHS Position: Q2 2026 in Review

JPL Wealth Management reduced its Universal Health Services (UHS) stake by 17% in Q2 2026, selling an estimated $488 and leaving 15 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

JPL Wealth Management first reported a position in UHS in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.68K in Q3 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • JPL Wealth Management held 15 shares of Universal Health Services worth $2.23K as of Q2 2026.
  • JPL Wealth Management sold 3 Universal Health Services shares in Q2 2026, an estimated $488.
  • Universal Health Services made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1036 holding.
  • JPL Wealth Management first reported a position in Universal Health Services in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Universal Health Services position peaked at $3.68K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.