Sterling Group Wealth Management’s Universal Health Services UHS Stock Holding History

Sterling Group 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	$737K	Hold	4,957	–	–	0.3%	25
2026 Q1	$887K	Hold	4,957	–	–	0.42%	21
2025 Q4	$1.08M	Hold	4,957	–	–	0.52%	20
2025 Q3	$1.01M	Hold	4,957	–	–	0.5%	21
2025 Q2	$898K	Hold	4,957	–	–	0.5%	19
2025 Q1	$931K	Hold	4,957	–	–	0.5%	20
2024 Q4	$889K	Hold	4,957	–	–	0.46%	21
2024 Q3	$1.14M	Hold	4,957	–	–	0.6%	19
2024 Q2	$917K	Buy	+4,957	New	+$877K	0.53%	19
2024 Q1	–	Sell	-2,288	Closed	-$349K	–	41
2023 Q4	$349K	Hold	2,288	–	–	0.27%	36
2023 Q3	$288K	Hold	2,288	–	–	0.27%	36
2023 Q2	$361K	Hold	2,288	–	–	0.31%	32
2023 Q1	$291K	Hold	2,288	–	–	0.27%	34
2022 Q4	$322K	Buy	+2,288	New	+$270K	0.32%	32

Other funds holding UHS

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sterling Group Wealth Management's UHS Position: Q2 2026 in Review

Sterling Group Wealth Management held its Universal Health Services (UHS) position steady in Q2 2026 at 4,957 shares worth $737K. The position accounts for 0.3% of the portfolio, ranked #25.

Sterling Group Wealth Management first reported a position in UHS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q3 2024. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Sterling Group Wealth Management held 4,957 shares of Universal Health Services worth $737K as of Q2 2026.
Sterling Group Wealth Management left its Universal Health Services share count unchanged in Q2 2026.
Universal Health Services made up 0.3% of Sterling Group Wealth Management's portfolio in Q2 2026, its #25 holding.
Sterling Group Wealth Management first reported a position in Universal Health Services in Q4 2022 and has held it in 14 quarters since.
Sterling Group Wealth Management's Universal Health Services position peaked at $1.14M in Q3 2024.
595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.