Ritholtz Wealth Management
UHS icon

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
Q3 		$987K Sell
5,666
-888
-14% -$149K 0.01% 644
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 $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ritholtz Wealth Management's UHS Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Universal Health Services (UHS) stake by 14% in Q3 2026, selling an estimated $149K and leaving 5,666 shares worth $987K. The position accounts for 0.01% of the portfolio, ranked #644.

Ritholtz Wealth Management first reported a position in UHS in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.54M in Q3 2024. 374 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • Ritholtz Wealth Management held 5,666 shares of Universal Health Services worth $987K as of Q3 2026.
  • Ritholtz Wealth Management sold 888 Universal Health Services shares in Q3 2026, an estimated $149K.
  • Universal Health Services made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #644 holding.
  • Ritholtz Wealth Management first reported a position in Universal Health Services in Q1 2023 and has held it in 15 quarters since.
  • Ritholtz Wealth Management's Universal Health Services position peaked at $1.54M in Q3 2024.
  • 374 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.