Root Financial Partners
UHS icon

Root Financial Partners’s Universal Health Services UHS Stock Holding History

Root Financial Partners’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 		$126K Buy
+723
New +$121K ﹤0.01% 622
2026
Q2 		– Sell
-218
Closed -$39K – 3018
2026
Q1 		$39K Buy
218
+6
+3% +$1.23K ﹤0.01% 987
2025
Q4 		$46.2K Buy
212
+75
+55% +$16.6K ﹤0.01% 749
2025
Q3 		$28K Buy
+137
New +$24.6K ﹤0.01% 931

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Fidelity Investments
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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

Root Financial Partners's UHS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Universal Health Services (UHS) in Q3 2026: 723 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UHS as recently as Q1 2026.

Root Financial Partners first reported a position in UHS in Q3 2025 and has held it in 4 quarters since. 374 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • Root Financial Partners held 723 shares of Universal Health Services worth $126K as of Q3 2026.
  • Universal Health Services was a new Root Financial Partners position in Q3 2026.
  • Universal Health Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #622 holding.
  • Root Financial Partners first reported a position in Universal Health Services in Q3 2025 and has held it in 4 quarters since.
  • 374 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.