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 Q2	$534K	Buy	+3,588	New	+$583K	0.24%	103

Other funds holding UHS

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whalen Wealth Management's UHS Position: Q2 2026 in Review

Whalen Wealth Management opened a new position in Universal Health Services (UHS) in Q2 2026: 3,588 shares worth $534K. The stake represents 0.24% of the portfolio and ranks #103 among its holdings.

590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Whalen Wealth Management held 3,588 shares of Universal Health Services worth $534K as of Q2 2026.
Universal Health Services was a new Whalen Wealth Management position in Q2 2026.
Universal Health Services made up 0.24% of Whalen Wealth Management's portfolio in Q2 2026, its #103 holding.
590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.