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Kerr Financial Planning’s Universal Health Services UHS Stock Holding History

Kerr Financial Planning’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 		– Sell
-100
Closed -$21.6K – 539
2025
Q4 		$21.6K Buy
+100
New +$22.1K 0.03% 267

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kerr Financial Planning's UHS Position: Q1 2026 in Review

Kerr Financial Planning sold out of Universal Health Services (UHS) in Q1 2026, closing a stake of 100 shares — an estimated $21.6K sold.

Kerr Financial Planning first reported a position in UHS in Q4 2025 and held it in 1 quarter. The position peaked at $21.6K in Q4 2025. 654 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • Kerr Financial Planning reported no remaining Universal Health Services position as of Q1 2026 after selling out during the quarter.
  • Kerr Financial Planning sold 100 Universal Health Services shares in Q1 2026, an estimated $21.6K.
  • Kerr Financial Planning first reported a position in Universal Health Services in Q4 2025 and held it in 1 quarter.
  • Kerr Financial Planning's Universal Health Services position peaked at $21.6K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Kerr Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.