Valley National Advisers’s Universal Health Services UHS Stock Holding History

Valley National Advisers’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	$7.73K	Sell	52 -1,006	-95%	-$164K	﹤0.01%	665
2026 Q1	$189K	Buy	1,058 +997	+1,634%	+$205K	0.02%	253
2025 Q4	$13K	Buy	61 +1	+2%	+$221	﹤0.01%	557
2025 Q3	$12K	Buy	60 +1	+2%	+$180	﹤0.01%	536
2025 Q2	$10K	Buy	59 +1	+2%	+$180	﹤0.01%	569
2025 Q1	$10K	Hold	58	–	–	﹤0.01%	571
2024 Q4	$10K	Buy	58 +6	+12%	+$1.22K	﹤0.01%	546
2024 Q3	$11K	Sell	52 -4	-7%	-$862	﹤0.01%	511
2024 Q2	$10K	Buy	56 +1	+2%	+$177	﹤0.01%	628
2024 Q1	$10K	Buy	55 +1	+2%	+$165	﹤0.01%	651
2023 Q4	$8K	Buy	54 +1	+2%	+$135	﹤0.01%	715
2023 Q3	$7K	Hold	53	–	–	﹤0.01%	669
2023 Q2	$9K	Hold	53	–	–	﹤0.01%	628
2023 Q1	$7K	Hold	53	–	–	﹤0.01%	652
2022 Q4	$7K	Buy	53 +2	+4%	+$236	﹤0.01%	631
2022 Q3	$5K	Hold	51	–	–	﹤0.01%	685
2022 Q2	$5K	Hold	51	–	–	﹤0.01%	671
2022 Q1	$7K	Hold	51	–	–	﹤0.01%	656
2021 Q4	$7K	Hold	51	–	–	﹤0.01%	651
2021 Q3	$7K	Hold	51	–	–	﹤0.01%	631
2021 Q2	$7K	Hold	51	–	–	﹤0.01%	634
2021 Q1	$7K	Hold	51	–	–	﹤0.01%	596
2020 Q4	$7K	Hold	51	–	–	﹤0.01%	575
2020 Q3	$5K	Hold	51	–	–	﹤0.01%	570
2020 Q2	$5K	Hold	51	–	–	﹤0.01%	569
2020 Q1	$5K	Hold	51	–	–	﹤0.01%	551
2019 Q4	$7K	Hold	51	–	–	﹤0.01%	573
2019 Q3	$8K	Hold	51	–	–	﹤0.01%	547
2019 Q2	$7K	Hold	51	–	–	﹤0.01%	522
2019 Q1	$7K	Hold	51	–	–	﹤0.01%	518
2018 Q4	$6K	Hold	51	–	–	﹤0.01%	511
2018 Q3	$7K	Hold	51	–	–	﹤0.01%	479
2018 Q2	$6K	Hold	51	–	–	﹤0.01%	473
2018 Q1	$6K	Hold	51	–	–	﹤0.01%	462
2017 Q4	$6K	Hold	51	–	–	﹤0.01%	469
2017 Q3	$6K	Hold	51	–	–	﹤0.01%	468
2017 Q2	$6K	Hold	51	–	–	﹤0.01%	464
2017 Q1	$6K	Hold	51	–	–	﹤0.01%	466
2016 Q4	$5K	Hold	51	–	–	﹤0.01%	491
2016 Q3	$6K	Hold	51	–	–	﹤0.01%	443
2016 Q2	$7K	Hold	51	–	–	﹤0.01%	426
2016 Q1	$6K	Hold	51	–	–	﹤0.01%	429
2015 Q4	$6K	Hold	51	–	–	﹤0.01%	433
2015 Q3	$6K	Hold	51	–	–	﹤0.01%	433
2015 Q2	$7K	Buy	+51	New	+$6.39K	﹤0.01%	422

Other funds holding UHS

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valley National Advisers's UHS Position: Q2 2026 in Review

Valley National Advisers reduced its Universal Health Services (UHS) stake by 95% in Q2 2026, selling an estimated $164K and leaving 52 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Valley National Advisers first reported a position in UHS in Q2 2015 and has held it in 45 quarters since. The position peaked at $189K in Q1 2026. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Valley National Advisers held 52 shares of Universal Health Services worth $7.73K as of Q2 2026.
Valley National Advisers sold 1,006 Universal Health Services shares in Q2 2026, an estimated $164K.
Universal Health Services made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #665 holding.
Valley National Advisers first reported a position in Universal Health Services in Q2 2015 and has held it in 45 quarters since.
Valley National Advisers's Universal Health Services position peaked at $189K in Q1 2026.
590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.