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Moran Wealth Management’s Universal Health Services UHS Stock Holding History

Moran Wealth Management’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 		– Sell
-46,776
Closed -$8.37M – 556
2026
Q1 		$8.37M Sell
46,776
-2,132
-4% -$438K 0.26% 134
2025
Q4 		$10.7M Buy
48,908
+15,233
+45% +$3.37M 0.33% 97
2025
Q3 		$6.88M Sell
33,675
-16,294
-33% -$2.93M 0.21% 136
2025
Q2 		$9.05M Sell
49,969
-2,025
-4% -$365K 0.28% 113
2025
Q1 		$9.77M Buy
51,994
+20,370
+64% +$3.72M 0.33% 100
2024
Q4 		$5.67M Buy
31,624
+14,250
+82% +$2.9M 0.18% 154
2024
Q3 		$3.98M Buy
+17,374
New +$3.74M 0.12% 196

Other funds holding UHS

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moran Wealth Management's UHS Position: Q2 2026 in Review

Moran Wealth Management sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 46,776 shares — an estimated $8.37M sold.

Moran Wealth Management first reported a position in UHS in Q3 2024 and held it in 7 quarters. The position peaked at $10.7M in Q4 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Moran Wealth Management reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 46,776 Universal Health Services shares in Q2 2026, an estimated $8.37M.
  • Moran Wealth Management first reported a position in Universal Health Services in Q3 2024 and held it in 7 quarters.
  • Moran Wealth Management's Universal Health Services position peaked at $10.7M in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.