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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
Q2 		$743 Buy
5
+1
+25% +$163 ﹤0.01% 1684
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 $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SHP Wealth Management's UHS Position: Q2 2026 in Review

SHP Wealth Management increased its Universal Health Services (UHS) stake by 25% in Q2 2026, buying an estimated $163 and bringing the position to 5 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

SHP Wealth Management first reported a position in UHS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31K in Q4 2025. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • SHP Wealth Management held 5 shares of Universal Health Services worth $743 as of Q2 2026.
  • SHP Wealth Management bought 1 Universal Health Services share in Q2 2026, an estimated $163.
  • Universal Health Services made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1684 holding.
  • SHP Wealth Management first reported a position in Universal Health Services in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Universal Health Services position peaked at $1.31K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.