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 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 New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Private Wealth Services's UHS Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Universal Health Services (UHS) stake by 5.4% in Q1 2026, buying an estimated $14.4K and bringing the position to 1,361 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Kestra Private Wealth Services first reported a position in UHS in Q1 2025 and has held it in 5 quarters since. The position peaked at $323K in Q2 2025. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

Kestra Private Wealth Services held 1,361 shares of Universal Health Services worth $244K as of Q1 2026.
Kestra Private Wealth Services bought 70 Universal Health Services shares in Q1 2026, an estimated $14.4K.
Universal Health Services made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1549 holding.
Kestra Private Wealth Services first reported a position in Universal Health Services in Q1 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's Universal Health Services position peaked at $323K in Q2 2025.
651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.