WWM
UHS icon

Whalen Wealth Management’s Universal Health Services UHS Stock Holding History

Whalen 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
Q3 		$579K Sell
3,324
-264
-7% -$44.2K 0.25% 98
2026
Q2 		$534K Buy
+3,588
New +$583K 0.24% 103

Other funds holding UHS

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Whalen Wealth Management's UHS Position: Q3 2026 in Review

Whalen Wealth Management reduced its Universal Health Services (UHS) stake by 7.4% in Q3 2026, selling an estimated $44.2K and leaving 3,324 shares worth $579K. The position accounts for 0.25% of the portfolio, ranked #98.

Whalen Wealth Management first reported a position in UHS in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • Whalen Wealth Management held 3,324 shares of Universal Health Services worth $579K as of Q3 2026.
  • Whalen Wealth Management sold 264 Universal Health Services shares in Q3 2026, an estimated $44.2K.
  • Universal Health Services made up 0.25% of Whalen Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Whalen Wealth Management first reported a position in Universal Health Services in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.