Williams Jones Wealth Management’s Universal Health Services UHS Stock Holding History

Williams Jones 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	$1.19M	Hold	8,019	–	–	0.01%	255
2026 Q1	$1.44M	Hold	8,019	–	–	0.02%	220
2025 Q4	$1.75M	Hold	8,019	–	–	0.02%	207
2025 Q3	$1.64M	Hold	8,019	–	–	0.02%	209
2025 Q2	$1.45M	Hold	8,019	–	–	0.02%	217
2025 Q1	$1.51M	Hold	8,019	–	–	0.02%	202
2024 Q4	$1.44M	Hold	8,019	–	–	0.02%	212
2024 Q3	$1.84M	Hold	8,019	–	–	0.02%	202
2024 Q2	$1.48M	Hold	8,019	–	–	0.02%	221
2024 Q1	$1.46M	Hold	8,019	–	–	0.02%	223
2023 Q4	$1.22M	Hold	8,019	–	–	0.02%	238
2023 Q3	$1.01M	Hold	8,019	–	–	0.02%	249
2023 Q2	$1.27M	Hold	8,019	–	–	0.02%	230
2023 Q1	$1.02M	Hold	8,019	–	–	0.02%	273
2022 Q4	$1.13M	Sell	8,019 -1	-0%	-$118	0.02%	251
2022 Q3	$707K	Sell	8,020 -70	-0.9%	-$7.23K	0.01%	316
2022 Q2	$815K	Buy	+8,090	New	+$1.01M	0.01%	295

Other funds holding UHS

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Williams Jones Wealth Management's UHS Position: Q2 2026 in Review

Williams Jones Wealth Management held its Universal Health Services (UHS) position steady in Q2 2026 at 8,019 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #255.

Williams Jones Wealth Management first reported a position in UHS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.84M in Q3 2024. 230 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Williams Jones Wealth Management held 8,019 shares of Universal Health Services worth $1.19M as of Q2 2026.
Williams Jones Wealth Management left its Universal Health Services share count unchanged in Q2 2026.
Universal Health Services made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #255 holding.
Williams Jones Wealth Management first reported a position in Universal Health Services in Q2 2022 and has held it in 17 quarters since.
Williams Jones Wealth Management's Universal Health Services position peaked at $1.84M in Q3 2024.
230 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.