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Principia Wealth Advisory’s Universal Health Services UHS Stock Holding History

Principia Wealth Advisory’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 		$297 Sell
2
-1
-33% -$163 ﹤0.01% 965
2026
Q1 		$537 Hold
3
– – ﹤0.01% 846
2025
Q4 		$654 Hold
3
– – ﹤0.01% 771
2025
Q3 		$613 Buy
+3
New +$540 ﹤0.01% 757
2025
Q1 		– Sell
-2
Closed -$359 – 913
2024
Q4 		$359 Buy
+2
New +$407 ﹤0.01% 634

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

Principia Wealth Advisory's UHS Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Universal Health Services (UHS) stake by 33% in Q2 2026, selling an estimated $163 and leaving 2 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Principia Wealth Advisory first reported a position in UHS in Q4 2024 and has held it in 5 quarters since. The position peaked at $654 in Q4 2025. 593 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Universal Health Services worth $297 as of Q2 2026.
  • Principia Wealth Advisory sold 1 Universal Health Services share in Q2 2026, an estimated $163.
  • Universal Health Services made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #965 holding.
  • Principia Wealth Advisory first reported a position in Universal Health Services in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Universal Health Services position peaked at $654 in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.