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True Wealth Design’s Universal Health Services UHS Stock Holding History

True Wealth Design’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 		$16.4K Sell
110
-136
-55% -$22.1K ﹤0.01% 887
2026
Q1 		$44K Sell
246
-8
-3% -$1.64K 0.01% 446
2025
Q4 		$55.4K Buy
254
+28
+12% +$6.19K 0.02% 307
2025
Q3 		$46.2K Buy
226
+197
+679% +$35.4K 0.01% 336
2025
Q2 		$5.25K Sell
29
-209
-88% -$37.7K ﹤0.01% 785
2025
Q1 		$44.7K Buy
238
+49
+26% +$8.94K 0.02% 204
2024
Q4 		$33.9K Buy
189
+18
+11% +$3.67K 0.01% 238
2024
Q3 		$39.2K Buy
+171
New +$36.8K 0.02% 178

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

True Wealth Design's UHS Position: Q2 2026 in Review

True Wealth Design reduced its Universal Health Services (UHS) stake by 55% in Q2 2026, selling an estimated $22.1K and leaving 110 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

True Wealth Design first reported a position in UHS in Q3 2024 and has held it in 8 quarters since. The position peaked at $55.4K in Q4 2025. 593 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • True Wealth Design held 110 shares of Universal Health Services worth $16.4K as of Q2 2026.
  • True Wealth Design sold 136 Universal Health Services shares in Q2 2026, an estimated $22.1K.
  • Universal Health Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #887 holding.
  • True Wealth Design first reported a position in Universal Health Services in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Universal Health Services position peaked at $55.4K in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.