Rothschild Investment LLC’s Universal Health Services UHS Stock Holding History

Rothschild Investment LLC’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	$120K	Sell	804 -52	-6%	-$8.45K	﹤0.01%	993
2026 Q1	$153K	Buy	856 +128	+18%	+$26.3K	0.01%	752
2025 Q4	$159K	Buy	728 +37	+5%	+$8.18K	0.01%	694
2025 Q3	$141K	Buy	691 +658	+1,994%	+$118K	0.01%	712
2025 Q2	$5.98K	Buy	33 +23	+230%	+$4.15K	﹤0.01%	1424
2025 Q1	$1.88K	Sell	10 -6	-38%	-$1.09K	﹤0.01%	1936
2024 Q4	$2.87K	Buy	16 +3	+23%	+$611	﹤0.01%	1591
2024 Q3	$2.98K	Sell	13 -3	-19%	-$646	﹤0.01%	1511
2024 Q2	$2.96K	Buy	16 +8	+100%	+$1.42K	﹤0.01%	1289
2024 Q1	$1.46K	Buy	8 +2	+33%	+$330	﹤0.01%	1238
2023 Q4	$915	Buy	+6	New	+$808	﹤0.01%	1200
2020 Q2	–	Sell	-10,000	Closed	-$991K	–	446
2020 Q1	$991K	Hold	10,000	–	–	0.13%	163
2019 Q4	$1.44M	Hold	10,000	–	–	0.14%	155
2019 Q3	$1.49M	Hold	10,000	–	–	0.17%	128
2019 Q2	$1.3M	Hold	10,000	–	–	0.15%	141
2019 Q1	$1.34M	Sell	10,000 -10,000	-50%	-$1.32M	0.16%	142
2018 Q4	$2.33M	Hold	20,000	–	–	0.31%	91
2018 Q3	$2.56M	Hold	20,000	–	–	0.3%	91
2018 Q2	$2.23M	Hold	20,000	–	–	0.28%	100
2018 Q1	$2.37M	Hold	20,000	–	–	0.3%	86
2017 Q4	$2.27M	Hold	20,000	–	–	0.25%	97
2017 Q3	$2.22M	Hold	20,000	–	–	0.25%	94
2017 Q2	$2.44M	Hold	20,000	–	–	0.28%	86
2017 Q1	$2.49M	Hold	20,000	–	–	0.29%	83
2016 Q4	$2.13M	Hold	20,000	–	–	0.26%	103
2016 Q3	$2.46M	Hold	20,000	–	–	0.3%	92
2016 Q2	$2.68M	Hold	20,000	–	–	0.34%	80
2016 Q1	$2.49M	Hold	20,000	–	–	0.32%	82
2015 Q4	$2.39M	Hold	20,000	–	–	0.3%	83
2015 Q3	$2.5M	Hold	20,000	–	–	0.33%	79
2015 Q2	$2.84M	Sell	20,000 -5,000	-20%	-$626K	0.33%	75
2015 Q1	$2.94M	Sell	25,000 -13	-0.1%	-$1.44K	0.34%	75
2014 Q4	$2.78M	Hold	25,013	–	–	0.33%	78
2014 Q3	$2.61M	Sell	25,013 -4,987	-17%	-$530K	0.32%	77
2014 Q2	$2.87M	Hold	30,000	–	–	0.37%	72
2014 Q1	$2.46M	Hold	30,000	–	–	0.33%	75
2013 Q4	$2.44M	Hold	30,000	–	–	0.33%	76
2013 Q3	$2.25M	Hold	30,000	–	–	0.33%	76
2013 Q2	$2.01M	Buy	+30,000	New	+$1.98M	0.33%	79

Other funds holding UHS

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Rothschild Investment LLC's UHS Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Universal Health Services (UHS) stake by 6.1% in Q2 2026, selling an estimated $8.45K and leaving 804 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Rothschild Investment LLC first reported a position in UHS in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.94M in Q1 2015. 242 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Rothschild Investment LLC held 804 shares of Universal Health Services worth $120K as of Q2 2026.
Rothschild Investment LLC sold 52 Universal Health Services shares in Q2 2026, an estimated $8.45K.
Universal Health Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #993 holding.
Rothschild Investment LLC first reported a position in Universal Health Services in Q2 2013 and has held it in 39 quarters since.
Rothschild Investment LLC's Universal Health Services position peaked at $2.94M in Q1 2015.
242 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.