Montag & Associates’s Universal Health Services UHS Stock Holding History

Montag & Associates’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	$42.5K	Hold	286	–	–	﹤0.01%	615
2026 Q1	$51.2K	Hold	286	–	–	﹤0.01%	590
2025 Q4	$62.4K	Hold	286	–	–	﹤0.01%	565
2025 Q3	$58.5K	Hold	286	–	–	﹤0.01%	567
2025 Q2	$51.8K	Hold	286	–	–	﹤0.01%	581
2025 Q1	$53.7K	Hold	286	–	–	﹤0.01%	603
2024 Q4	$51.3K	Hold	286	–	–	﹤0.01%	607
2024 Q3	$65.5K	Hold	286	–	–	﹤0.01%	558
2024 Q2	$52.9K	Hold	286	–	–	﹤0.01%	583
2024 Q1	$52.2K	Hold	286	–	–	﹤0.01%	592
2023 Q4	$43.6K	Hold	286	–	–	﹤0.01%	602
2023 Q3	$36K	Hold	286	–	–	﹤0.01%	600
2023 Q2	$45.1K	Hold	286	–	–	﹤0.01%	583
2023 Q1	$36.4K	Hold	286	–	–	﹤0.01%	605
2022 Q4	$40.3K	Hold	286	–	–	﹤0.01%	584
2022 Q3	$25K	Hold	286	–	–	﹤0.01%	642
2022 Q2	$29K	Buy	+286	New	+$35.8K	﹤0.01%	609

Other funds holding UHS

First Eagle Investment Management New York $60.8B AUM 26.63% 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 $3.38T AUM 44.17% 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

Montag & Associates's UHS Position: Q2 2026 in Review

Montag & Associates held its Universal Health Services (UHS) position steady in Q2 2026 at 286 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Montag & Associates first reported a position in UHS in Q2 2022 and has held it in 17 quarters since. The position peaked at $65.5K in Q3 2024. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Montag & Associates held 286 shares of Universal Health Services worth $42.5K as of Q2 2026.
Montag & Associates left its Universal Health Services share count unchanged in Q2 2026.
Universal Health Services made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #615 holding.
Montag & Associates first reported a position in Universal Health Services in Q2 2022 and has held it in 17 quarters since.
Montag & Associates's Universal Health Services position peaked at $65.5K in Q3 2024.
596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.