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VWM
Venturi Wealth Management’s
Universal Health Services
UHS
Stock Holding History
Venturi Wealth Management’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
–
Sell
-1,367
Closed
-$298K
–
668
2025
Q4
$298K
Buy
+1,367
New
+$302K
0.01%
461
2025
Q1
–
Sell
-708
Closed
-$127K
–
1753
2024
Q4
$127K
Buy
708
+232
+49%
+$47.3K
0.01%
678
2024
Q3
$109K
Buy
476
+197
+71%
+$42.5K
0.01%
538
2024
Q2
$51.6K
Buy
279
+134
+92%
+$23.7K
﹤0.01%
655
2024
Q1
$26.5K
Buy
145
+53
+58%
+$8.75K
﹤0.01%
656
2023
Q4
$14K
Hold
92
–
–
﹤0.01%
792
2023
Q3
$11.6K
Buy
92
+90
+4,500%
+$12.3K
﹤0.01%
773
2023
Q2
$316
Buy
+2
New
+$279
﹤0.01%
1105
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VPM
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$1.91T AUM
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
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1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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