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 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 $59B AUM 32.99% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

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

Summit Trail Advisors's UHS Position: Q1 2026 in Review

Summit Trail Advisors increased its Universal Health Services (UHS) stake by 2% in Q1 2026, buying an estimated $41.1K and bringing the position to 10,134 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #601.

Summit Trail Advisors first reported a position in UHS in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.17M in Q4 2025. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

Summit Trail Advisors held 10,134 shares of Universal Health Services worth $1.81M as of Q1 2026.
Summit Trail Advisors bought 200 Universal Health Services shares in Q1 2026, an estimated $41.1K.
Universal Health Services made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #601 holding.
Summit Trail Advisors first reported a position in Universal Health Services in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Universal Health Services position peaked at $2.17M in Q4 2025.
651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.