Summit Trail Advisors’s Universal Health Services UHS Stock Holding History

Summit Trail Advisors’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	$1.11M	Sell	7,493 -2,641	-26%	-$429K	0.01%	942
2026 Q1	$1.81M	Buy	10,134 +200	+2%	+$41.1K	0.03%	601
2025 Q4	$2.17M	Buy	9,934 +2,062	+26%	+$456K	0.04%	362
2025 Q3	$1.61M	Buy	7,872 +2,452	+45%	+$441K	0.02%	564
2025 Q2	$982K	Buy	+5,420	New	+$978K	0.02%	490
2024 Q4	–	Sell	-1,275	Closed	-$292K	–	748
2024 Q3	$292K	Buy	+1,275	New	+$275K	0.01%	553
2018 Q1	–	Sell	-261	Closed	-$31K	–	1590
2017 Q4	$31K	Buy	+261	New	+$27.9K	﹤0.01%	936

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

Summit Trail Advisors's UHS Position: Q2 2026 in Review

Summit Trail Advisors reduced its Universal Health Services (UHS) stake by 26% in Q2 2026, selling an estimated $429K and leaving 7,493 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #942.

Summit Trail Advisors first reported a position in UHS in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.17M in Q4 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Summit Trail Advisors held 7,493 shares of Universal Health Services worth $1.11M as of Q2 2026.
Summit Trail Advisors sold 2,641 Universal Health Services shares in Q2 2026, an estimated $429K.
Universal Health Services made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #942 holding.
Summit Trail Advisors first reported a position in Universal Health Services in Q4 2017 and has held it in 7 quarters since.
Summit Trail Advisors's Universal Health Services position peaked at $2.17M in Q4 2025.
595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.