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 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 New York $59.9B AUM 27.01% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's UHS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Universal Health Services (UHS) in Q1 2026: 14,601 shares worth $2.61M. The stake represents 0.06% of the portfolio and ranks #322 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in UHS as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in UHS in Q1 2018 and has held it in 12 quarters since. The position peaked at $3.06M in Q1 2025. 653 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

Mount Yale Investment Advisors held 14,601 shares of Universal Health Services worth $2.61M as of Q1 2026.
Universal Health Services was a new Mount Yale Investment Advisors position in Q1 2026.
Universal Health Services made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #322 holding.
Mount Yale Investment Advisors first reported a position in Universal Health Services in Q1 2018 and has held it in 12 quarters since.
Mount Yale Investment Advisors's Universal Health Services position peaked at $3.06M in Q1 2025.
653 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.