Plan Group Financial’s Universal Health Services UHS Stock Holding History

Plan Group Financial’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
2025 Q1	–	Sell	-1,895	Closed	-$340K	–	156
2024 Q4	$340K	Sell	1,895 -58	-3%	-$11.8K	0.18%	85
2024 Q3	$447K	Sell	1,953 -27	-1%	-$5.82K	0.24%	71
2024 Q2	$366K	Buy	+1,980	New	+$350K	0.22%	73

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Plan Group Financial's UHS Position: Q1 2025 in Review

Plan Group Financial sold out of Universal Health Services (UHS) in Q1 2025, closing a stake of 1,895 shares — an estimated $340K sold.

Plan Group Financial first reported a position in UHS in Q2 2024 and held it in 3 quarters. The position peaked at $447K in Q3 2024. 617 funds tracked by Wall St. Rank hold UHS as of Q1 2025.

Plan Group Financial reported no remaining Universal Health Services position as of Q1 2025 after selling out during the quarter.
Plan Group Financial sold 1,895 Universal Health Services shares in Q1 2025, an estimated $340K.
Plan Group Financial first reported a position in Universal Health Services in Q2 2024 and held it in 3 quarters.
Plan Group Financial's Universal Health Services position peaked at $447K in Q3 2024.
617 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2025.

Based on Plan Group Financial's 13F filing for Q1 2025, filed 9 May 2025.