Merit Financial Group’s Universal Health Services UHS Stock Holding History

Merit Financial 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
2026 Q2	$547K	Sell	3,680 -2,309	-39%	-$375K	﹤0.01%	1451
2026 Q1	$1.07M	Sell	5,989 -381	-6%	-$78.3K	0.01%	949
2025 Q4	$1.39M	Buy	6,370 +3,006	+89%	+$665K	0.01%	785
2025 Q3	$688K	Sell	3,364 -236	-7%	-$42.5K	0.01%	1016
2025 Q2	$652K	Sell	3,600 -776	-18%	-$140K	0.01%	975
2025 Q1	$822K	Buy	+4,376	New	+$798K	0.01%	728

Other funds holding UHS

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Merit Financial Group's UHS Position: Q2 2026 in Review

Merit Financial Group reduced its Universal Health Services (UHS) stake by 39% in Q2 2026, selling an estimated $375K and leaving 3,680 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Merit Financial Group first reported a position in UHS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2025. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Merit Financial Group held 3,680 shares of Universal Health Services worth $547K as of Q2 2026.
Merit Financial Group sold 2,309 Universal Health Services shares in Q2 2026, an estimated $375K.
Universal Health Services made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1451 holding.
Merit Financial Group first reported a position in Universal Health Services in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's Universal Health Services position peaked at $1.39M in Q4 2025.
590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.