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LRI Investments’s Universal Health Services UHS Stock Holding History

LRI Investments’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 		$1.04K Buy
+7
New +$1.14K ﹤0.01% 1368
2025
Q2 		– Sell
-84
Closed -$15.8K – 1305
2025
Q1 		$15.8K Sell
84
-192
-70% -$35K ﹤0.01% 719
2024
Q4 		$49.5K Sell
276
-180
-39% -$36.7K ﹤0.01% 525
2024
Q3 		$91.7K Buy
456
+70
+18% +$15.1K 0.01% 421
2024
Q2 		$71.4K Buy
386
+63
+20% +$11.1K 0.01% 441
2024
Q1 		$58.9K Buy
+323
New +$53.4K 0.01% 253

Other funds holding UHS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

LRI Investments's UHS Position: Q2 2026 in Review

LRI Investments opened a new position in Universal Health Services (UHS) in Q2 2026: 7 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #1368 among its holdings. This is a return to the name: LRI Investments previously reported a position in UHS as recently as Q1 2025.

LRI Investments first reported a position in UHS in Q1 2024 and has held it in 6 quarters since. The position peaked at $91.7K in Q3 2024. 87 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • LRI Investments held 7 shares of Universal Health Services worth $1.04K as of Q2 2026.
  • Universal Health Services was a new LRI Investments position in Q2 2026.
  • Universal Health Services made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1368 holding.
  • LRI Investments first reported a position in Universal Health Services in Q1 2024 and has held it in 6 quarters since.
  • LRI Investments's Universal Health Services position peaked at $91.7K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.