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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
Q2 		$974K Sell
6,554
-1,423
-18% -$231K 0.01% 623
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
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

Ritholtz Wealth Management's UHS Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Universal Health Services (UHS) stake by 18% in Q2 2026, selling an estimated $231K and leaving 6,554 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #623.

Ritholtz Wealth Management first reported a position in UHS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.54M in Q3 2024. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Ritholtz Wealth Management held 6,554 shares of Universal Health Services worth $974K as of Q2 2026.
  • Ritholtz Wealth Management sold 1,423 Universal Health Services shares in Q2 2026, an estimated $231K.
  • Universal Health Services made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #623 holding.
  • Ritholtz Wealth Management first reported a position in Universal Health Services in Q1 2023 and has held it in 14 quarters since.
  • Ritholtz Wealth Management's Universal Health Services position peaked at $1.54M in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.