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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
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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's UHS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Universal Health Services (UHS) stake by 6% in Q1 2026, buying an estimated $1.03K and bringing the position to 89 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Pinnacle Wealth Planning Services first reported a position in UHS in Q4 2020 and has held it in 3 quarters since. The position peaked at $18.3K in Q4 2025. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 89 shares of Universal Health Services worth $15.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 5 Universal Health Services shares in Q1 2026, an estimated $1.03K.
  • Universal Health Services made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1802 holding.
  • Pinnacle Wealth Planning Services first reported a position in Universal Health Services in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Universal Health Services position peaked at $18.3K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.