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Shell Asset Management’s Universal Health Services UHS Stock Holding History

Shell Asset Management’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
Q3 		– Sell
-2,716
Closed -$492K – 1263
2025
Q2 		$492K Hold
2,716
– – 0.02% 493
2025
Q1 		$510K Sell
2,716
-112
-4% -$20.4K 0.02% 453
2024
Q4 		$507K Hold
2,828
– – 0.02% 492
2024
Q3 		$648K Buy
+2,828
New +$609K 0.03% 416
2024
Q1 		$372K Buy
+2,009
New +$332K 0.02% 583
2022
Q4 		– Sell
-2,293
Closed -$202K – 1406
2022
Q3 		$202K Sell
2,293
-614
-21% -$63.4K 0.01% 1008
2022
Q2 		$293K Sell
2,907
-958
-25% -$120K 0.01% 994
2022
Q1 		$560K Sell
3,865
-570
-13% -$78.8K 0.01% 751
2021
Q4 		$575K Buy
4,435
+21
+0.5% +$2.7K 0.01% 836
2021
Q3 		$611K Sell
4,414
-454
-9% -$68.7K 0.01% 777
2021
Q2 		$713K Sell
4,868
-2,685
-36% -$406K 0.01% 743
2021
Q1 		$1.01M Sell
7,553
-284
-4% -$37.7K 0.02% 538
2020
Q4 		$1.08M Sell
7,837
-13,791
-64% -$1.72M 0.02% 488
2020
Q3 		$2.31M Sell
21,628
-498
-2% -$53.3K 0.05% 317
2020
Q2 		$2.06M Sell
22,126
-8,184
-27% -$818K 0.05% 314
2020
Q1 		$3M Sell
30,310
-717
-2% -$90.8K 0.08% 241
2019
Q4 		$4.45M Sell
31,027
-1,985
-6% -$283K 0.1% 247
2019
Q3 		$4.91M Sell
33,012
-3,318
-9% -$477K 0.11% 211
2019
Q2 		$4.74M Sell
36,330
-1,290
-3% -$162K 0.1% 232
2019
Q1 		$5.03M Sell
37,620
-903
-2% -$119K 0.11% 224
2018
Q4 		$4.49M Buy
38,523
+1,092
+3% +$137K 0.11% 220
2018
Q3 		$4.79M Sell
37,431
-6,210
-14% -$762K 0.09% 245
2018
Q2 		$4.86M Buy
43,641
+20,678
+90% +$2.42M 0.1% 240
2018
Q1 		$2.72M Hold
22,963
– – 0.05% 337
2017
Q4 		$2.6M Sell
22,963
-1,193
-5% -$128K 0.05% 349
2017
Q3 		$2.68M Sell
24,156
-5,846
-19% -$658K 0.06% 311
2017
Q2 		$3.66M Buy
30,002
+4,103
+16% +$488K 0.08% 263
2017
Q1 		$3.22M Sell
25,899
-2,196
-8% -$260K 0.07% 282
2016
Q4 		$2.99M Buy
28,095
+3,969
+16% +$470K 0.07% 290
2016
Q3 		$2.97M Sell
24,126
-665
-3% -$84.2K 0.06% 313
2016
Q2 		$3.32M Sell
24,791
-493
-2% -$65K 0.08% 270
2016
Q1 		$3.15M Sell
25,284
-855
-3% -$96.1K 0.08% 268
2015
Q4 		$3.12M Sell
26,139
-10,508
-29% -$1.28M 0.07% 260
2015
Q3 		$3.83M Buy
36,647
+8,255
+29% +$1.15M 0.06% 274
2015
Q2 		$4.04M Sell
28,392
-2,291
-7% -$287K 0.08% 252
2015
Q1 		$3.61M Sell
30,683
-4,903
-14% -$542K 0.06% 294
2014
Q4 		$3.96M Sell
35,586
-1,061
-3% -$111K 0.06% 283
2014
Q3 		$3.83M Buy
36,647
+2,397
+7% +$255K 0.06% 284
2014
Q2 		$3.28M Sell
34,250
-370
-1% -$32K 0.05% 324
2014
Q1 		$2.84M Sell
34,620
-84
-0.2% -$6.76K 0.05% 364
2013
Q4 		$2.82M Buy
34,704
+17,188
+98% +$1.37M 0.05% 367
2013
Q3 		$1.31M Hold
17,516
– – 0.02% 635
2013
Q2 		$1.17M Buy
+17,516
New +$1.16M 0.02% 656

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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shell Asset Management's UHS Position: Q3 2025 in Review

Shell Asset Management sold out of Universal Health Services (UHS) in Q3 2025, closing a stake of 2,716 shares — an estimated $492K sold.

Shell Asset Management first reported a position in UHS in Q2 2013 and held it in 43 quarters. The position peaked at $5.03M in Q1 2019. 631 funds tracked by Wall St. Rank hold UHS as of Q3 2025.

  • Shell Asset Management reported no remaining Universal Health Services position as of Q3 2025 after selling out during the quarter.
  • Shell Asset Management sold 2,716 Universal Health Services shares in Q3 2025, an estimated $492K.
  • Shell Asset Management first reported a position in Universal Health Services in Q2 2013 and held it in 43 quarters.
  • Shell Asset Management's Universal Health Services position peaked at $5.03M in Q1 2019.
  • 631 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.