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Richardson Financial Services’s Universal Health Services UHS Stock Holding History

Richardson Financial 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
Q2 		– Sell
-26
Closed -$4.65K – 639
2026
Q1 		$4.65K Sell
26
-30
-54% -$6.16K ﹤0.01% 523
2025
Q4 		$12.2K Sell
56
-5
-8% -$1.1K ﹤0.01% 465
2025
Q3 		$12.5K Buy
61
+11
+22% +$1.98K 0.01% 419
2025
Q2 		$9.45K Hold
50
– – 0.01% 413
2025
Q1 		$9.39K Buy
50
+18
+56% +$3.28K 0.01% 385
2024
Q4 		$5.71K Buy
+32
New +$6.52K ﹤0.01% 451

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

Richardson Financial Services's UHS Position: Q2 2026 in Review

Richardson Financial Services sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 26 shares — an estimated $4.65K sold.

Richardson Financial Services first reported a position in UHS in Q4 2024 and held it in 6 quarters. The position peaked at $12.5K in Q3 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Richardson Financial Services reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Richardson Financial Services sold 26 Universal Health Services shares in Q2 2026, an estimated $4.65K.
  • Richardson Financial Services first reported a position in Universal Health Services in Q4 2024 and held it in 6 quarters.
  • Richardson Financial Services's Universal Health Services position peaked at $12.5K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.