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SHP Wealth Management’s Universal Health Services UHS Stock Holding History

SHP Wealth 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
2026
Q1 		$716 Sell
4
-2
-33% -$411 ﹤0.01% 1550
2025
Q4 		$1.31K Buy
+6
New +$1.33K ﹤0.01% 1204

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $34.1B AUM 23.81% 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

SHP Wealth Management's UHS Position: Q1 2026 in Review

SHP Wealth Management reduced its Universal Health Services (UHS) stake by 33% in Q1 2026, selling an estimated $411 and leaving 4 shares worth $716. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

SHP Wealth Management first reported a position in UHS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.31K in Q4 2025. 653 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • SHP Wealth Management held 4 shares of Universal Health Services worth $716 as of Q1 2026.
  • SHP Wealth Management sold 2 Universal Health Services shares in Q1 2026, an estimated $411.
  • Universal Health Services made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1550 holding.
  • SHP Wealth Management first reported a position in Universal Health Services in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Universal Health Services position peaked at $1.31K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.