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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
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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Triad Wealth Partners's UHS Position: Q1 2026 in Review

Triad Wealth Partners increased its Universal Health Services (UHS) stake by 3.4% in Q1 2026, buying an estimated $12.5K and bringing the position to 1,858 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #372.

Triad Wealth Partners first reported a position in UHS in Q4 2025 and has held it in 2 quarters since. The position peaked at $392K in Q4 2025. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • Triad Wealth Partners held 1,858 shares of Universal Health Services worth $333K as of Q1 2026.
  • Triad Wealth Partners bought 61 Universal Health Services shares in Q1 2026, an estimated $12.5K.
  • Universal Health Services made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #372 holding.
  • Triad Wealth Partners first reported a position in Universal Health Services in Q4 2025 and has held it in 2 quarters since.
  • Triad Wealth Partners's Universal Health Services position peaked at $392K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.