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Mowery & Schoenfeld Wealth Management’s Universal Health Services UHS Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-9
Closed -$1.61K – 560
2024
Q4 		$1.61K Buy
+9
New +$1.83K ﹤0.01% 415

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's UHS Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Universal Health Services (UHS) in Q1 2025, closing a stake of 9 shares — an estimated $1.61K sold.

Mowery & Schoenfeld Wealth Management first reported a position in UHS in Q4 2024 and held it in 1 quarter. The position peaked at $1.61K in Q4 2024. 617 funds tracked by Wall St. Rank hold UHS as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Universal Health Services position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 9 Universal Health Services shares in Q1 2025, an estimated $1.61K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Universal Health Services in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Universal Health Services position peaked at $1.61K in Q4 2024.
  • 617 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.