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Triad Wealth Partners’s Universal Health Services UHS Stock Holding History

Triad Wealth Partners’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 		– Sell
-1,858
Closed -$333K – 611
2026
Q1 		$333K Buy
1,858
+61
+3% +$12.5K 0.03% 372
2025
Q4 		$392K Buy
+1,797
New +$397K 0.04% 319

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

Triad Wealth Partners's UHS Position: Q2 2026 in Review

Triad Wealth Partners sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 1,858 shares — an estimated $333K sold.

Triad Wealth Partners first reported a position in UHS in Q4 2025 and held it in 2 quarters. The position peaked at $392K in Q4 2025. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Triad Wealth Partners reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 1,858 Universal Health Services shares in Q2 2026, an estimated $333K.
  • Triad Wealth Partners first reported a position in Universal Health Services in Q4 2025 and held it in 2 quarters.
  • Triad Wealth Partners's Universal Health Services position peaked at $392K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.