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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

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Venturi Wealth Management's UHS Position: Q1 2026 in Review

Venturi Wealth Management sold out of Universal Health Services (UHS) in Q1 2026, closing a stake of 1,367 shares — an estimated $298K sold.

Venturi Wealth Management first reported a position in UHS in Q2 2023 and held it in 8 quarters. The position peaked at $298K in Q4 2025. 656 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • Venturi Wealth Management reported no remaining Universal Health Services position as of Q1 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 1,367 Universal Health Services shares in Q1 2026, an estimated $298K.
  • Venturi Wealth Management first reported a position in Universal Health Services in Q2 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Universal Health Services position peaked at $298K in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.