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Trek Financial’s Universal Health Services UHS Stock Holding History

Trek Financial’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
Q1 		– Sell
-1,254
Closed -$225K – 448
2024
Q4 		$225K Sell
1,254
-23,012
-95% -$4.69M 0.02% 379
2024
Q3 		$5.56M Buy
+24,266
New +$5.23M 0.42% 69

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Trek Financial's UHS Position: Q1 2025 in Review

Trek Financial sold out of Universal Health Services (UHS) in Q1 2025, closing a stake of 1,254 shares — an estimated $225K sold.

Trek Financial first reported a position in UHS in Q3 2024 and held it in 2 quarters. The position peaked at $5.56M in Q3 2024. 617 funds tracked by Wall St. Rank hold UHS as of Q1 2025.

  • Trek Financial reported no remaining Universal Health Services position as of Q1 2025 after selling out during the quarter.
  • Trek Financial sold 1,254 Universal Health Services shares in Q1 2025, an estimated $225K.
  • Trek Financial first reported a position in Universal Health Services in Q3 2024 and held it in 2 quarters.
  • Trek Financial's Universal Health Services position peaked at $5.56M in Q3 2024.
  • 617 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2025.

Based on Trek Financial's 13F filing for Q1 2025, filed 30 Apr 2025.