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WR Wealth Planners’s Universal Health Services UHS Stock Holding History

WR Wealth Planners’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
2024
Q4 		$359 Hold
2
– – ﹤0.01% 1023
2024
Q3 		$458 Hold
2
– – ﹤0.01% 1045
2024
Q2 		$370 Hold
2
– – ﹤0.01% 1050
2024
Q1 		$365 Buy
+2
New +$330 ﹤0.01% 1069

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WR Wealth Planners's UHS Position: Q4 2024 in Review

WR Wealth Planners held its Universal Health Services (UHS) position steady in Q4 2024 at 2 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

WR Wealth Planners first reported a position in UHS in Q1 2024 and has held it in 4 quarters since. The position peaked at $458 in Q3 2024. 602 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • WR Wealth Planners held 2 shares of Universal Health Services worth $359 as of Q4 2024.
  • WR Wealth Planners left its Universal Health Services share count unchanged in Q4 2024.
  • Universal Health Services made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1023 holding.
  • WR Wealth Planners first reported a position in Universal Health Services in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Universal Health Services position peaked at $458 in Q3 2024.
  • 602 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.