SteelPeak Wealth’s Universal Health Services UHS Stock Holding History

SteelPeak Wealth’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 Q1	–	Sell	-3,675	Closed	-$659K	–	684
2024 Q4	$659K	Buy	+3,675	New	+$748K	0.03%	305

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SteelPeak Wealth's UHS Position: Q1 2025 in Review

SteelPeak Wealth sold out of Universal Health Services (UHS) in Q1 2025, closing a stake of 3,675 shares — an estimated $659K sold.

SteelPeak Wealth first reported a position in UHS in Q4 2024 and held it in 1 quarter. The position peaked at $659K in Q4 2024. 617 funds tracked by Wall St. Rank hold UHS as of Q1 2025.

SteelPeak Wealth reported no remaining Universal Health Services position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 3,675 Universal Health Services shares in Q1 2025, an estimated $659K.
SteelPeak Wealth first reported a position in Universal Health Services in Q4 2024 and held it in 1 quarter.
SteelPeak Wealth's Universal Health Services position peaked at $659K in Q4 2024.
617 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.