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Kestra Private Wealth Services’s Universal Health Services UHS Stock Holding History

Kestra Private Wealth 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
Q2 		$203K Buy
1,363
+2
+0.1% +$325 ﹤0.01% 1700
2026
Q1 		$244K Buy
1,361
+70
+5% +$14.4K ﹤0.01% 1549
2025
Q4 		$281K Buy
1,291
+1
+0.1% +$221 ﹤0.01% 1456
2025
Q3 		$264K Sell
1,290
-491
-28% -$88.3K ﹤0.01% 1426
2025
Q2 		$323K Buy
1,781
+577
+48% +$104K ﹤0.01% 1240
2025
Q1 		$226K Buy
+1,204
New +$220K ﹤0.01% 1331

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's UHS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Universal Health Services (UHS) stake by 0.15% in Q2 2026, buying an estimated $325 and bringing the position to 1,363 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Kestra Private Wealth Services first reported a position in UHS in Q1 2025 and has held it in 6 quarters since. The position peaked at $323K in Q2 2025. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Kestra Private Wealth Services held 1,363 shares of Universal Health Services worth $203K as of Q2 2026.
  • Kestra Private Wealth Services bought 2 Universal Health Services shares in Q2 2026, an estimated $325.
  • Universal Health Services made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1700 holding.
  • Kestra Private Wealth Services first reported a position in Universal Health Services in Q1 2025 and has held it in 6 quarters since.
  • Kestra Private Wealth Services's Universal Health Services position peaked at $323K in Q2 2025.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.