NWWA
UHS icon

New Wave Wealth Advisors’s Universal Health Services UHS Stock Holding History

New Wave Wealth 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 		$378K Buy
2,543
+992
+64% +$161K 0.1% 159
2026
Q1 		$278K Buy
1,551
+104
+7% +$21.4K 0.1% 152
2025
Q4 		$315K Buy
1,447
+42
+3% +$9.28K 0.12% 127
2025
Q3 		$287K Buy
1,405
+74
+6% +$13.3K 0.11% 129
2025
Q2 		$241K Buy
1,331
+21
+2% +$3.79K 0.1% 116
2025
Q1 		$246K Buy
+1,310
New +$239K 0.11% 110
2024
Q4 		– Sell
-1,661
Closed -$380K – 715
2024
Q3 		$380K Buy
+1,661
New +$358K 0.18% 83

Other funds holding UHS

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
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

New Wave Wealth Advisors's UHS Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Universal Health Services (UHS) stake by 64% in Q2 2026, buying an estimated $161K and bringing the position to 2,543 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #159.

New Wave Wealth Advisors first reported a position in UHS in Q3 2024 and has held it in 7 quarters since. The position peaked at $380K in Q3 2024. 145 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • New Wave Wealth Advisors held 2,543 shares of Universal Health Services worth $378K as of Q2 2026.
  • New Wave Wealth Advisors bought 992 Universal Health Services shares in Q2 2026, an estimated $161K.
  • Universal Health Services made up 0.1% of New Wave Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • New Wave Wealth Advisors first reported a position in Universal Health Services in Q3 2024 and has held it in 7 quarters since.
  • New Wave Wealth Advisors's Universal Health Services position peaked at $380K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.