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Mark Sheptoff Financial Planning’s Universal Health Services UHS Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-16
Closed -$2.9K – 543
2025
Q2 		$2.9K Buy
+16
New +$2.89K ﹤0.01% 443

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's UHS Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Universal Health Services (UHS) in Q3 2025, closing a stake of 16 shares — an estimated $2.9K sold.

Mark Sheptoff Financial Planning first reported a position in UHS in Q2 2025 and held it in 1 quarter. The position peaked at $2.9K in Q2 2025. 631 funds tracked by Wall St. Rank hold UHS as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Universal Health Services position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 16 Universal Health Services shares in Q3 2025, an estimated $2.9K.
  • Mark Sheptoff Financial Planning first reported a position in Universal Health Services in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Universal Health Services position peaked at $2.9K in Q2 2025.
  • 631 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.