Rockefeller Capital Management
UHS icon

Rockefeller Capital Management’s Universal Health Services UHS Stock Holding History

Rockefeller Capital 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 		$323K Sell
2,170
-9
-0.4% -$1.46K ﹤0.01% 2326
2026
Q1 		$390K Buy
2,179
+881
+68% +$181K ﹤0.01% 2118
2025
Q4 		$283K Buy
1,298
+240
+23% +$53.1K ﹤0.01% 2187
2025
Q3 		$216K Buy
+1,058
New +$190K ﹤0.01% 2195
2022
Q4 		– Sell
-9
Closed – – 4224
2022
Q3 		$0 Sell
9
-27
-75% -$2.79K ﹤0.01% 4387
2022
Q2 		$3K Sell
36
-23
-39% -$2.88K ﹤0.01% 3704
2022
Q1 		$8K Buy
59
+14
+31% +$1.94K ﹤0.01% 3184
2021
Q4 		$5K Buy
45
+11
+32% +$1.41K ﹤0.01% 3294
2021
Q3 		$4K Buy
34
+6
+21% +$908 ﹤0.01% 3268
2021
Q2 		$4K Sell
28
-87
-76% -$13.2K ﹤0.01% 3112
2021
Q1 		$15K Sell
115
-157
-58% -$20.8K ﹤0.01% 2422
2020
Q4 		$37K Sell
272
-771
-74% -$95.9K ﹤0.01% 1779
2020
Q3 		$111K Buy
1,043
+839
+411% +$89.7K ﹤0.01% 1220
2020
Q2 		$19K Sell
204
-15,937
-99% -$1.59M ﹤0.01% 1696
2020
Q1 		$1.6M Buy
16,141
+3,684
+30% +$466K 0.02% 379
2019
Q4 		$1.79M Sell
12,457
-1,934
-13% -$276K 0.02% 363
2019
Q3 		$2.14M Buy
+14,391
New +$2.07M 0.03% 284
2019
Q2 		– Sell
-90
Closed -$12K – 1982
2019
Q1 		$12K Buy
+90
New +$11.8K ﹤0.01% 1430

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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's UHS Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Universal Health Services (UHS) stake by 0.41% in Q2 2026, selling an estimated $1.46K and leaving 2,170 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Rockefeller Capital Management first reported a position in UHS in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.14M in Q3 2019. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Rockefeller Capital Management held 2,170 shares of Universal Health Services worth $323K as of Q2 2026.
  • Rockefeller Capital Management sold 9 Universal Health Services shares in Q2 2026, an estimated $1.46K.
  • Universal Health Services made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2326 holding.
  • Rockefeller Capital Management first reported a position in Universal Health Services in Q1 2019 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Universal Health Services position peaked at $2.14M in Q3 2019.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.