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Private Wealth Management Group’s Universal Health Services UHS Stock Holding History

Private Wealth Management Group’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 		$3.12K Hold
21
– – ﹤0.01% 1020
2026
Q1 		$3.76K Sell
21
-1
-5% -$205 ﹤0.01% 871
2025
Q4 		$4.8K Hold
22
– – ﹤0.01% 793
2025
Q3 		$4.5K Sell
22
-10
-31% -$1.8K ﹤0.01% 826
2025
Q2 		$5.8K Buy
32
+10
+45% +$1.8K ﹤0.01% 693
2025
Q1 		$4.13K Sell
22
-14
-39% -$2.55K ﹤0.01% 795
2024
Q4 		$6.46K Hold
36
– – ﹤0.01% 639
2024
Q3 		$8.24K Hold
36
– – ﹤0.01% 520
2024
Q2 		$6.66K Buy
36
+14
+64% +$2.48K ﹤0.01% 595
2024
Q1 		$4.01K Hold
22
– – ﹤0.01% 695
2023
Q4 		$3.35K Buy
+22
New +$2.96K ﹤0.01% 758

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

Private Wealth Management Group's UHS Position: Q2 2026 in Review

Private Wealth Management Group held its Universal Health Services (UHS) position steady in Q2 2026 at 21 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Private Wealth Management Group first reported a position in UHS in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.24K in Q3 2024. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Private Wealth Management Group held 21 shares of Universal Health Services worth $3.12K as of Q2 2026.
  • Private Wealth Management Group left its Universal Health Services share count unchanged in Q2 2026.
  • Universal Health Services made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1020 holding.
  • Private Wealth Management Group first reported a position in Universal Health Services in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Universal Health Services position peaked at $8.24K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.