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SVB Wealth’s Universal Health Services UHS Stock Holding History

SVB 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
2026
Q2 		$1.94M Buy
13,061
+1,232
+10% +$200K 0.12% 146
2026
Q1 		$2.12M Buy
11,829
+1,373
+13% +$282K 0.14% 130
2025
Q4 		$2.28M Buy
10,456
+3,396
+48% +$751K 0.13% 136
2025
Q3 		$1.44M Buy
7,060
+1,001
+17% +$180K 0.08% 185
2025
Q2 		$1.1M Buy
+6,059
New +$1.09M 0.06% 222

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

SVB Wealth's UHS Position: Q2 2026 in Review

SVB Wealth increased its Universal Health Services (UHS) stake by 10% in Q2 2026, buying an estimated $200K and bringing the position to 13,061 shares worth $1.94M. The position accounts for 0.12% of the portfolio, ranked #146.

SVB Wealth first reported a position in UHS in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.28M in Q4 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • SVB Wealth held 13,061 shares of Universal Health Services worth $1.94M as of Q2 2026.
  • SVB Wealth bought 1,232 Universal Health Services shares in Q2 2026, an estimated $200K.
  • Universal Health Services made up 0.12% of SVB Wealth's portfolio in Q2 2026, its #146 holding.
  • SVB Wealth first reported a position in Universal Health Services in Q2 2025 and has held it in 5 quarters since.
  • SVB Wealth's Universal Health Services position peaked at $2.28M in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.