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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
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

Other funds holding UHS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Root Financial Partners's UHS Position: Q2 2026 in Review

Root Financial Partners sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 218 shares — an estimated $39K sold.

Root Financial Partners first reported a position in UHS in Q3 2025 and held it in 3 quarters. The position peaked at $46.2K in Q4 2025. 160 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Root Financial Partners reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 218 Universal Health Services shares in Q2 2026, an estimated $39K.
  • Root Financial Partners first reported a position in Universal Health Services in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Universal Health Services position peaked at $46.2K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.