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Secured Retirement Advisors’s Universal Health Services UHS Stock Holding History

Secured Retirement Advisors’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
Q1 		– Sell
-7,795
Closed -$1.7M – 144
2025
Q4 		$1.7M Buy
7,795
+181
+2% +$40K 0.95% 31
2025
Q3 		$1.56M Buy
+7,614
New +$1.37M 0.87% 36

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Secured Retirement Advisors's UHS Position: Q1 2026 in Review

Secured Retirement Advisors sold out of Universal Health Services (UHS) in Q1 2026, closing a stake of 7,795 shares — an estimated $1.7M sold.

Secured Retirement Advisors first reported a position in UHS in Q3 2025 and held it in 2 quarters. The position peaked at $1.7M in Q4 2025. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • Secured Retirement Advisors reported no remaining Universal Health Services position as of Q1 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 7,795 Universal Health Services shares in Q1 2026, an estimated $1.7M.
  • Secured Retirement Advisors first reported a position in Universal Health Services in Q3 2025 and held it in 2 quarters.
  • Secured Retirement Advisors's Universal Health Services position peaked at $1.7M in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Secured Retirement Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.