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 Q3	$18.1K	Buy	104 +4	+4%	+$670	﹤0.01%	1824
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

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's UHS Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Universal Health Services (UHS) stake by 4% in Q3 2026, buying an estimated $670 and bringing the position to 104 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Pinnacle Wealth Planning Services first reported a position in UHS in Q4 2020 and has held it in 5 quarters since. The position peaked at $18.3K in Q4 2025. 170 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

Pinnacle Wealth Planning Services held 104 shares of Universal Health Services worth $18.1K as of Q3 2026.
Pinnacle Wealth Planning Services bought 4 Universal Health Services shares in Q3 2026, an estimated $670.
Universal Health Services made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1824 holding.
Pinnacle Wealth Planning Services first reported a position in Universal Health Services in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Universal Health Services position peaked at $18.3K in Q4 2025.
170 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.