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Pinnacle Wealth Planning Services’s Universal Health Services UHS Stock Holding History

Pinnacle Wealth Planning Services’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 		$14.9K Buy
100
+11
+12% +$1.79K ﹤0.01% 1914
2026
Q1 		$15.9K Buy
89
+5
+6% +$1.03K ﹤0.01% 1802
2025
Q4 		$18.3K Buy
+84
New +$18.6K ﹤0.01% 1762
2021
Q1 		– Sell
-89
Closed -$12K – 1847
2020
Q4 		$12K Buy
+89
New +$11.1K ﹤0.01% 1340

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

Pinnacle Wealth Planning Services's UHS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Universal Health Services (UHS) stake by 12% in Q2 2026, buying an estimated $1.79K and bringing the position to 100 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Pinnacle Wealth Planning Services first reported a position in UHS in Q4 2020 and has held it in 4 quarters since. The position peaked at $18.3K in Q4 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 100 shares of Universal Health Services worth $14.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 11 Universal Health Services shares in Q2 2026, an estimated $1.79K.
  • Universal Health Services made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1914 holding.
  • Pinnacle Wealth Planning Services first reported a position in Universal Health Services in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Universal Health Services position peaked at $18.3K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.