Kovitz Investment Group Partners
UHS icon

Kovitz Investment Group Partners’s Universal Health Services UHS Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-3,252
Closed -$665K – 1264
2025
Q3 		$665K Buy
3,252
+697
+27% +$125K ﹤0.01% 944
2025
Q2 		$463K Buy
2,555
+484
+23% +$87.3K ﹤0.01% 1003
2025
Q1 		$389K Buy
2,071
+141
+7% +$25.7K ﹤0.01% 975
2024
Q4 		$346K Sell
1,930
-307
-14% -$62.5K ﹤0.01% 1003
2024
Q3 		$369K Buy
2,237
+1,122
+101% +$242K ﹤0.01% 820
2024
Q2 		$206K Buy
+1,115
New +$197K ﹤0.01% 795

Other funds holding UHS

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Kovitz Investment Group Partners's UHS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Universal Health Services (UHS) in Q4 2025, closing a stake of 3,252 shares — an estimated $665K sold.

Kovitz Investment Group Partners first reported a position in UHS in Q2 2024 and held it in 6 quarters. The position peaked at $665K in Q3 2025. 688 funds tracked by Wall St. Rank hold UHS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Universal Health Services position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,252 Universal Health Services shares in Q4 2025, an estimated $665K.
  • Kovitz Investment Group Partners first reported a position in Universal Health Services in Q2 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's Universal Health Services position peaked at $665K in Q3 2025.
  • 688 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.