Kestra Advisory Services’s Universal Health Services UHS Stock Holding History

Kestra Advisory Services’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 Q3	$1.47M	Buy	8,416 +2,994	+55%	+$502K	﹤0.01%	1682
2026 Q2	$806K	Sell	5,422 -11	-0.2%	-$1.79K	﹤0.01%	1986
2026 Q1	$972K	Buy	5,433 +448	+9%	+$92K	﹤0.01%	1756
2025 Q4	$1.09M	Sell	4,985 -106	-2%	-$23.4K	﹤0.01%	1597
2025 Q3	$1.04M	Buy	5,091 +1,138	+29%	+$205K	﹤0.01%	1559
2025 Q2	$716K	Buy	3,953 +300	+8%	+$54.1K	﹤0.01%	1712
2025 Q1	$686K	Buy	3,653 +139	+4%	+$25.4K	﹤0.01%	1621
2024 Q4	$630K	Sell	3,514 -90	-2%	-$18.3K	﹤0.01%	1711
2024 Q3	$825K	Buy	+3,604	New	+$777K	﹤0.01%	1437

Other funds holding UHS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services's UHS Position: Q3 2026 in Review

Kestra Advisory Services increased its Universal Health Services (UHS) stake by 55% in Q3 2026, buying an estimated $502K and bringing the position to 8,416 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Kestra Advisory Services first reported a position in UHS in Q3 2024 and has held it in 9 quarters since. 297 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

Kestra Advisory Services held 8,416 shares of Universal Health Services worth $1.47M as of Q3 2026.
Kestra Advisory Services bought 2,994 Universal Health Services shares in Q3 2026, an estimated $502K.
Universal Health Services made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1682 holding.
Kestra Advisory Services first reported a position in Universal Health Services in Q3 2024 and has held it in 9 quarters since.
297 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.