TIM
UHS icon

Tortoise Investment Management’s Universal Health Services UHS Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-2
Closed -$409 – 1372
2025
Q3 		$409 Sell
2
-3
-60% -$540 ﹤0.01% 1213
2025
Q2 		$906 Buy
+5
New +$902 ﹤0.01% 994
2019
Q3 		– Sell
-85
Closed -$11K – 641
2019
Q2 		$11K Buy
+85
New +$10.7K ﹤0.01% 424

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Tortoise Investment Management's UHS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Universal Health Services (UHS) in Q4 2025, closing a stake of 2 shares — an estimated $409 sold.

Tortoise Investment Management first reported a position in UHS in Q2 2019 and held it in 3 quarters. The position peaked at $11K in Q2 2019. 688 funds tracked by Wall St. Rank hold UHS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Universal Health Services position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Universal Health Services shares in Q4 2025, an estimated $409.
  • Tortoise Investment Management first reported a position in Universal Health Services in Q2 2019 and held it in 3 quarters.
  • Tortoise Investment Management's Universal Health Services position peaked at $11K in Q2 2019.
  • 688 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.