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Physician Wealth Advisors’s Universal Health Services UHS Stock Holding History

Physician 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 		– Sell
-30
Closed -$5.37K – 2456
2026
Q1 		$5.37K Buy
30
+4
+15% +$822 ﹤0.01% 985
2025
Q4 		$5.67K Buy
26
+9
+53% +$1.99K ﹤0.01% 940
2025
Q3 		$3.48K Sell
17
-12
-41% -$2.16K ﹤0.01% 1030
2025
Q2 		$5.25K Buy
29
+21
+263% +$3.79K ﹤0.01% 785
2025
Q1 		$1.5K Buy
+8
New +$1.46K ﹤0.01% 933

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 $3.37T AUM 44.26% 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

Physician Wealth Advisors's UHS Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 30 shares — an estimated $5.37K sold.

Physician Wealth Advisors first reported a position in UHS in Q1 2025 and held it in 5 quarters. The position peaked at $5.67K in Q4 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 30 Universal Health Services shares in Q2 2026, an estimated $5.37K.
  • Physician Wealth Advisors first reported a position in Universal Health Services in Q1 2025 and held it in 5 quarters.
  • Physician Wealth Advisors's Universal Health Services position peaked at $5.67K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.