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Whipplewood Advisors’s Universal Health Services UHS Stock Holding History

Whipplewood Advisors’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
-3
Closed -$543 – 1111
2025
Q2 		$543 Sell
3
-84
-97% -$15.2K ﹤0.01% 1112
2025
Q1 		$564 Buy
87
+84
+2,800% +$15.3K ﹤0.01% 1116
2024
Q4 		$538 Buy
+3
New +$611 ﹤0.01% 1107

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

Whipplewood Advisors's UHS Position: Q3 2025 in Review

Whipplewood Advisors sold out of Universal Health Services (UHS) in Q3 2025, closing a stake of 3 shares — an estimated $543 sold.

Whipplewood Advisors first reported a position in UHS in Q4 2024 and held it in 3 quarters. The position peaked at $564 in Q1 2025. 631 funds tracked by Wall St. Rank hold UHS as of Q3 2025.

  • Whipplewood Advisors reported no remaining Universal Health Services position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 3 Universal Health Services shares in Q3 2025, an estimated $543.
  • Whipplewood Advisors first reported a position in Universal Health Services in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Universal Health Services position peaked at $564 in Q1 2025.
  • 631 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.