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United Capital Financial Advisors’s Universal Health Services UHS Stock Holding History

United Capital Financial Advisors’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 		$336K Buy
2,261
+448
+25% +$72.8K ﹤0.01% 1318
2026
Q1 		$324K Buy
1,813
+215
+13% +$44.2K ﹤0.01% 1310
2025
Q4 		$348K Buy
1,598
+324
+25% +$71.6K ﹤0.01% 1109
2025
Q3 		$260K Buy
+1,274
New +$229K ﹤0.01% 1068
2025
Q2 		– Sell
-1,109
Closed -$208K – 1131
2025
Q1 		$208K Buy
+1,109
New +$202K ﹤0.01% 1008
2024
Q4 		– Sell
-951
Closed -$218K – 1104
2024
Q3 		$218K Buy
+951
New +$205K ﹤0.01% 985
2019
Q3 		– Sell
-1,768
Closed -$231K – 1485
2019
Q2 		$231K Buy
+1,768
New +$223K ﹤0.01% 1319
2017
Q3 		– Sell
-9,584
Closed -$1.17M – 1345
2017
Q2 		$1.17M Buy
9,584
+7,623
+389% +$907K 0.01% 723
2017
Q1 		$244K Buy
1,961
+27
+1% +$3.19K ﹤0.01% 1130
2016
Q4 		$206K Sell
1,934
-2
-0.1% -$237 ﹤0.01% 1177
2016
Q3 		$239K Sell
1,936
-397
-17% -$50.3K ﹤0.01% 1138
2016
Q2 		$313K Buy
2,333
+397
+21% +$52.4K ﹤0.01% 1026
2016
Q1 		$241K Buy
1,936
+7
+0.4% +$787 ﹤0.01% 1072
2015
Q4 		$230K Sell
1,929
-1,651
-46% -$202K ﹤0.01% 1095
2015
Q3 		$447K Buy
+3,580
New +$498K 0.01% 928
2014
Q4 		– Sell
-2,759
Closed -$288K – 1192
2014
Q3 		$288K Buy
+2,759
New +$293K 0.01% 942

Other funds holding UHS

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
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

United Capital Financial Advisors's UHS Position: Q2 2026 in Review

United Capital Financial Advisors increased its Universal Health Services (UHS) stake by 25% in Q2 2026, buying an estimated $72.8K and bringing the position to 2,261 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

United Capital Financial Advisors first reported a position in UHS in Q3 2014 and has held it in 16 quarters since. The position peaked at $1.17M in Q2 2017. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • United Capital Financial Advisors held 2,261 shares of Universal Health Services worth $336K as of Q2 2026.
  • United Capital Financial Advisors bought 448 Universal Health Services shares in Q2 2026, an estimated $72.8K.
  • Universal Health Services made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1318 holding.
  • United Capital Financial Advisors first reported a position in Universal Health Services in Q3 2014 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Universal Health Services position peaked at $1.17M in Q2 2017.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.