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Mount Yale Investment Advisors’s Universal Health Services UHS Stock Holding History

Mount Yale Investment Advisors’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 		$2.88M Buy
19,393
+4,792
+33% +$779K 0.05% 331
2026
Q1 		$2.61M Buy
+14,601
New +$3M 0.06% 322
2025
Q3 		– Sell
-16,160
Closed -$2.93M – 1541
2025
Q2 		$2.93M Sell
16,160
-101
-0.6% -$18.2K 0.23% 91
2025
Q1 		$3.06M Buy
16,261
+3,091
+23% +$564K 0.26% 82
2024
Q4 		$2.36M Buy
+13,170
New +$2.68M 0.19% 104
2020
Q1 		– Sell
-3,246
Closed -$445K – 334
2019
Q4 		$445K Sell
3,246
-41
-1% -$5.84K 0.08% 225
2019
Q3 		$462K Buy
3,287
+516
+19% +$74.1K 0.08% 204
2019
Q2 		$405K Sell
2,771
-308
-10% -$38.8K 0.07% 222
2019
Q1 		$412K Sell
3,079
-39
-1% -$5.13K 0.08% 216
2018
Q4 		$414K Buy
3,118
+304
+11% +$38.2K 0.08% 215
2018
Q3 		$364K Sell
2,814
-183
-6% -$22.5K 0.06% 227
2018
Q2 		$334K Buy
2,997
+870
+41% +$102K 0.06% 238
2018
Q1 		$252K Buy
+2,127
New +$253K 0.05% 266

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's UHS Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Universal Health Services (UHS) stake by 33% in Q2 2026, buying an estimated $779K and bringing the position to 19,393 shares worth $2.88M. The position accounts for 0.05% of the portfolio, ranked #331.

Mount Yale Investment Advisors first reported a position in UHS in Q1 2018 and has held it in 13 quarters since. The position peaked at $3.06M in Q1 2025. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Mount Yale Investment Advisors held 19,393 shares of Universal Health Services worth $2.88M as of Q2 2026.
  • Mount Yale Investment Advisors bought 4,792 Universal Health Services shares in Q2 2026, an estimated $779K.
  • Universal Health Services made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #331 holding.
  • Mount Yale Investment Advisors first reported a position in Universal Health Services in Q1 2018 and has held it in 13 quarters since.
  • Mount Yale Investment Advisors's Universal Health Services position peaked at $3.06M in Q1 2025.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.