Ritholtz Wealth Management’s Universal Health Services UHS Stock Holding History

Ritholtz Wealth Management’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	$1.43M	Buy	7,977 +2,123	+36%	+$436K	0.02%	462
2025 Q4	$1.28M	Buy	5,854 +275	+5%	+$60.8K	0.02%	449
2025 Q3	$1.14M	Sell	5,579 -1,987	-26%	-$358K	0.02%	461
2025 Q2	$1.37M	Sell	7,566 -206	-3%	-$37.2K	0.03%	385
2025 Q1	$1.46M	Buy	7,772 +1,321	+20%	+$241K	0.04%	315
2024 Q4	$1.16M	Sell	6,451 -295	-4%	-$60.1K	0.03%	326
2024 Q3	$1.54M	Buy	6,746 +827	+14%	+$178K	0.05%	284
2024 Q2	$1.09M	Buy	5,919 +257	+5%	+$45.5K	0.04%	332
2024 Q1	$1.03M	Sell	5,662 -19	-0.3%	-$3.14K	0.04%	352
2023 Q4	$866K	Sell	5,681 -44	-0.8%	-$5.92K	0.03%	363
2023 Q3	$720K	Buy	5,725 +370	+7%	+$50.5K	0.03%	369
2023 Q2	$845K	Buy	5,355 +2,906	+119%	+$405K	0.04%	315
2023 Q1	$311K	Buy	+2,449	New	+$338K	0.02%	510

Other funds holding UHS

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

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

Ritholtz Wealth Management's UHS Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Universal Health Services (UHS) stake by 36% in Q1 2026, buying an estimated $436K and bringing the position to 7,977 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #462.

Ritholtz Wealth Management first reported a position in UHS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.54M in Q3 2024. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

Ritholtz Wealth Management held 7,977 shares of Universal Health Services worth $1.43M as of Q1 2026.
Ritholtz Wealth Management bought 2,123 Universal Health Services shares in Q1 2026, an estimated $436K.
Universal Health Services made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #462 holding.
Ritholtz Wealth Management first reported a position in Universal Health Services in Q1 2023 and has held it in 13 quarters since.
Ritholtz Wealth Management's Universal Health Services position peaked at $1.54M in Q3 2024.
651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.