James T. Borello RIA
UHS icon

James T. Borello RIA’s Universal Health Services UHS Stock Holding History

James T. Borello RIA’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 		$7.67K Hold
44
– – ﹤0.01% 675
2026
Q2 		$6.54K Buy
44
+34
+340% +$5.53K ﹤0.01% 711
2026
Q1 		$1.79K Buy
10
+1
+11% +$205 ﹤0.01% 935
2025
Q4 		$1.96K Hold
9
– – ﹤0.01% 783
2025
Q3 		$1.84K Buy
+9
New +$1.62K ﹤0.01% 741

Other funds holding UHS

Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

James T. Borello RIA's UHS Position: Q3 2026 in Review

James T. Borello RIA held its Universal Health Services (UHS) position steady in Q3 2026 at 44 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

James T. Borello RIA first reported a position in UHS in Q3 2025 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • James T. Borello RIA held 44 shares of Universal Health Services worth $7.67K as of Q3 2026.
  • James T. Borello RIA left its Universal Health Services share count unchanged in Q3 2026.
  • Universal Health Services made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #675 holding.
  • James T. Borello RIA first reported a position in Universal Health Services in Q3 2025 and has held it in 5 quarters since.
  • 116 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.