Spire Wealth Management
UHS icon

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

Spire 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
Q3 		$12.2K Buy
70
+58
+483% +$9.7K ﹤0.01% 1544
2026
Q2 		$1.78K Buy
12
+2
+20% +$325 ﹤0.01% 2032
2026
Q1 		$1.79K Sell
10
-214
-96% -$44K ﹤0.01% 2060
2025
Q4 		$48.8K Buy
224
+215
+2,389% +$47.5K ﹤0.01% 1188
2025
Q3 		$1.84K Buy
9
+2
+29% +$360 ﹤0.01% 2178
2025
Q2 		$1.27K Hold
7
– – ﹤0.01% 2242
2025
Q1 		$1.32K Hold
7
– – ﹤0.01% 2341
2024
Q4 		$1.26K Buy
7
+1
+17% +$204 ﹤0.01% 2334
2024
Q3 		$1.37K Hold
6
– – ﹤0.01% 2056
2024
Q2 		$1.11K Hold
6
– – ﹤0.01% 2108
2024
Q1 		$1.1K Hold
6
– – ﹤0.01% 2195
2023
Q4 		$947 Buy
+6
New +$808 ﹤0.01% 2276
2023
Q1 		– Sell
-209
Closed -$29K – 2600
2022
Q4 		$29K Buy
+209
New +$24.7K ﹤0.01% 1220
2022
Q2 		– Sell
-208
Closed -$30K – 2834
2022
Q1 		$30K Buy
208
+118
+131% +$16.3K ﹤0.01% 1641
2021
Q4 		$12K Buy
+90
New +$11.6K ﹤0.01% 2323

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Spire Wealth Management's UHS Position: Q3 2026 in Review

Spire Wealth Management increased its Universal Health Services (UHS) stake by 483% in Q3 2026, buying an estimated $9.7K and bringing the position to 70 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Spire Wealth Management first reported a position in UHS in Q4 2021 and has held it in 15 quarters since. The position peaked at $48.8K in Q4 2025. 436 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • Spire Wealth Management held 70 shares of Universal Health Services worth $12.2K as of Q3 2026.
  • Spire Wealth Management bought 58 Universal Health Services shares in Q3 2026, an estimated $9.7K.
  • Universal Health Services made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1544 holding.
  • Spire Wealth Management first reported a position in Universal Health Services in Q4 2021 and has held it in 15 quarters since.
  • Spire Wealth Management's Universal Health Services position peaked at $48.8K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.