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WealthTrak Capital Management’s Universal Health Services UHS Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-24
Closed -$4.35K – 837
2025
Q2 		$4.35K Buy
24
+3
+14% +$541 ﹤0.01% 313
2025
Q1 		$3.95K Sell
21
-37
-64% -$6.75K ﹤0.01% 269
2024
Q4 		$10.4K Buy
+58
New +$11.8K 0.01% 158

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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthTrak Capital Management's UHS Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Universal Health Services (UHS) in Q3 2025, closing a stake of 24 shares — an estimated $4.35K sold.

WealthTrak Capital Management first reported a position in UHS in Q4 2024 and held it in 3 quarters. The position peaked at $10.4K in Q4 2024. 631 funds tracked by Wall St. Rank hold UHS as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Universal Health Services position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 24 Universal Health Services shares in Q3 2025, an estimated $4.35K.
  • WealthTrak Capital Management first reported a position in Universal Health Services in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Universal Health Services position peaked at $10.4K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.