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

Navigoe 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 		$0 Hold
5
– – ﹤0.01% 1139
2026
Q1 		$0 Hold
5
– – ﹤0.01% 266
2025
Q4 		$1K Hold
5
– – ﹤0.01% 248
2025
Q3 		$1K Buy
+5
New +$900 ﹤0.01% 250

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

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

Navigoe Wealth Management held its Universal Health Services (UHS) position steady in Q2 2026 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Navigoe Wealth Management first reported a position in UHS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1K in Q4 2025. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Navigoe Wealth Management held 5 shares of Universal Health Services worth $0 as of Q2 2026.
  • Navigoe Wealth Management left its Universal Health Services share count unchanged in Q2 2026.
  • Universal Health Services made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1139 holding.
  • Navigoe Wealth Management first reported a position in Universal Health Services in Q3 2025 and has held it in 4 quarters since.
  • Navigoe Wealth Management's Universal Health Services position peaked at $1K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.