Personal CFO Solutions’s Universal Health Services UHS Stock Holding History

Personal CFO Solutions’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	$213K	Buy	1,430 +258	+22%	+$41.9K	0.03%	508
2026 Q1	$210K	Sell	1,172 -3,121	-73%	-$641K	0.03%	496
2025 Q4	$936K	Sell	4,293 -430	-9%	-$95.1K	0.15%	136
2025 Q3	$966K	Sell	4,723 -156	-3%	-$28.1K	0.17%	119
2025 Q2	$884K	Sell	4,879 -103	-2%	-$18.6K	0.16%	133
2025 Q1	$936K	Buy	4,982 +232	+5%	+$42.3K	0.19%	107
2024 Q4	$852K	Buy	+4,750	New	+$967K	0.17%	119
2021 Q4	–	Sell	-3,907	Closed	-$541K	–	517
2021 Q3	$541K	Sell	3,907 -51	-1%	-$7.72K	0.11%	178
2021 Q2	$580K	Buy	3,958 +345	+10%	+$52.2K	0.12%	171
2021 Q1	$482K	Buy	3,613 +58	+2%	+$7.69K	0.1%	184
2020 Q4	$489K	Buy	+3,555	New	+$442K	0.12%	166

Other funds holding UHS

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Personal CFO Solutions's UHS Position: Q2 2026 in Review

Personal CFO Solutions increased its Universal Health Services (UHS) stake by 22% in Q2 2026, buying an estimated $41.9K and bringing the position to 1,430 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #508.

Personal CFO Solutions first reported a position in UHS in Q4 2020 and has held it in 11 quarters since. The position peaked at $966K in Q3 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Personal CFO Solutions held 1,430 shares of Universal Health Services worth $213K as of Q2 2026.
Personal CFO Solutions bought 258 Universal Health Services shares in Q2 2026, an estimated $41.9K.
Universal Health Services made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #508 holding.
Personal CFO Solutions first reported a position in Universal Health Services in Q4 2020 and has held it in 11 quarters since.
Personal CFO Solutions's Universal Health Services position peaked at $966K in Q3 2025.
595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.