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Wealthspire Advisors (New York)’s Universal Health Services UHS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-72
Closed -$14.7K – 2786
2025
Q3 		$14.7K Buy
+72
New +$13K ﹤0.01% 1838

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s UHS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Universal Health Services (UHS) in Q4 2025, closing a stake of 72 shares — an estimated $14.7K sold.

Wealthspire Advisors (New York) first reported a position in UHS in Q3 2025 and held it in 1 quarter. The position peaked at $14.7K in Q3 2025. 687 funds tracked by Wall St. Rank hold UHS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Universal Health Services position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 72 Universal Health Services shares in Q4 2025, an estimated $14.7K.
  • Wealthspire Advisors (New York) first reported a position in Universal Health Services in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Universal Health Services position peaked at $14.7K in Q3 2025.
  • 687 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.