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 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 $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $30.8B AUM 11.29% 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

Personal CFO Solutions's UHS Position: Q1 2026 in Review

Personal CFO Solutions reduced its Universal Health Services (UHS) stake by 73% in Q1 2026, selling an estimated $641K and leaving 1,172 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #496.

Personal CFO Solutions first reported a position in UHS in Q4 2020 and has held it in 10 quarters since. The position peaked at $966K in Q3 2025. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

Personal CFO Solutions held 1,172 shares of Universal Health Services worth $210K as of Q1 2026.
Personal CFO Solutions sold 3,121 Universal Health Services shares in Q1 2026, an estimated $641K.
Universal Health Services made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #496 holding.
Personal CFO Solutions first reported a position in Universal Health Services in Q4 2020 and has held it in 10 quarters since.
Personal CFO Solutions's Universal Health Services position peaked at $966K in Q3 2025.
651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.