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Morningstar Investment Management’s Universal Health Services UHS Stock Holding History

Morningstar Investment 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 		$791K Hold
4,421
– – 0.05% 223
2026
Q1 		$791K Sell
4,421
-326
-7% -$67K 0.05% 221
2025
Q4 		$1.03M Hold
4,747
– – 0.06% 210
2025
Q3 		$970K Buy
+4,747
New +$854K 0.04% 353

Other funds holding UHS

RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Morningstar Investment Management's UHS Position: Q2 2026 in Review

Morningstar Investment Management held its Universal Health Services (UHS) position steady in Q2 2026 at 4,421 shares worth $791K. The position accounts for 0.05% of the portfolio, ranked #223.

Morningstar Investment Management first reported a position in UHS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2025. 183 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Morningstar Investment Management held 4,421 shares of Universal Health Services worth $791K as of Q2 2026.
  • Morningstar Investment Management left its Universal Health Services share count unchanged in Q2 2026.
  • Universal Health Services made up 0.05% of Morningstar Investment Management's portfolio in Q2 2026, its #223 holding.
  • Morningstar Investment Management first reported a position in Universal Health Services in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Universal Health Services position peaked at $1.03M in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.