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Stephens Inc’s Universal Health Services UHS Stock Holding History

Stephens Inc’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 		– Sell
-1,200
Closed -$215K – 1396
2026
Q1 		$215K Sell
1,200
-35
-3% -$7.19K ﹤0.01% 1184
2025
Q4 		$269K Sell
1,235
-15
-1% -$3.32K ﹤0.01% 1086
2025
Q3 		$256K Buy
1,250
+50
+4% +$9K ﹤0.01% 1114
2025
Q2 		$217K Hold
1,200
– – ﹤0.01% 1144
2025
Q1 		$225K Sell
1,200
-6
-0.5% -$1.09K ﹤0.01% 1100
2024
Q4 		$216K Sell
1,206
-32
-3% -$6.52K ﹤0.01% 1142
2024
Q3 		$284K Sell
1,238
-32
-3% -$6.9K ﹤0.01% 1052
2024
Q2 		$235K Hold
1,270
– – ﹤0.01% 1099
2024
Q1 		$232K Sell
1,270
-3,281
-72% -$542K ﹤0.01% 1101
2023
Q4 		$694K Buy
+4,551
New +$612K 0.01% 637
2018
Q4 		– Sell
-5,306
Closed -$678K – 1186
2018
Q3 		$678K Buy
+5,306
New +$651K 0.02% 696
2015
Q3 		– Sell
-2,288
Closed -$325K – 804
2015
Q2 		$325K Buy
2,288
+545
+31% +$68.3K 0.01% 584
2015
Q1 		$205K Buy
+1,743
New +$193K 0.01% 719

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 $3.37T AUM 44.26% 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

Stephens Inc's UHS Position: Q2 2026 in Review

Stephens Inc sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 1,200 shares — an estimated $215K sold.

Stephens Inc first reported a position in UHS in Q1 2015 and held it in 13 quarters. The position peaked at $694K in Q4 2023. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Stephens Inc reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 1,200 Universal Health Services shares in Q2 2026, an estimated $215K.
  • Stephens Inc first reported a position in Universal Health Services in Q1 2015 and held it in 13 quarters.
  • Stephens Inc's Universal Health Services position peaked at $694K in Q4 2023.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.