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Kiely Wealth Advisory Group’s Universal Health Services UHS Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$148K Hold
800
– – 0.1% 72
2024
Q3 		$164K Hold
800
– – 0.1% 69
2024
Q2 		$174K Hold
800
– – 0.1% 52
2024
Q1 		$135K Hold
800
– – 0.08% 58
2023
Q4 		$127K Buy
+800
New +$108K 0.07% 61

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kiely Wealth Advisory Group's UHS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Universal Health Services (UHS) position steady in Q4 2024 at 800 shares worth $148K. The position accounts for 0.1% of the portfolio, ranked #72.

Kiely Wealth Advisory Group first reported a position in UHS in Q4 2023 and has held it in 5 quarters since. The position peaked at $174K in Q2 2024. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Kiely Wealth Advisory Group held 800 shares of Universal Health Services worth $148K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Universal Health Services share count unchanged in Q4 2024.
  • Universal Health Services made up 0.1% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #72 holding.
  • Kiely Wealth Advisory Group first reported a position in Universal Health Services in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Universal Health Services position peaked at $174K in Q2 2024.
  • 601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.