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Safeguard Investment Advisory Group’s Universal Health Services UHS Stock Holding History

Safeguard Investment Advisory Group’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
2025
Q4 		– Sell
-1,081
Closed -$221K – 162
2025
Q3 		$221K Buy
+1,081
New +$194K 0.05% 128
2021
Q1 		– Sell
-686
Closed -$94K – 670
2020
Q4 		$94K Buy
+686
New +$85.4K 0.08% 126

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Safeguard Investment Advisory Group's UHS Position: Q4 2025 in Review

Safeguard Investment Advisory Group sold out of Universal Health Services (UHS) in Q4 2025, closing a stake of 1,081 shares — an estimated $221K sold.

Safeguard Investment Advisory Group first reported a position in UHS in Q4 2020 and held it in 2 quarters. The position peaked at $221K in Q3 2025. 689 funds tracked by Wall St. Rank hold UHS as of Q4 2025.

  • Safeguard Investment Advisory Group reported no remaining Universal Health Services position as of Q4 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,081 Universal Health Services shares in Q4 2025, an estimated $221K.
  • Safeguard Investment Advisory Group first reported a position in Universal Health Services in Q4 2020 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's Universal Health Services position peaked at $221K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.