Position in UHS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,818,416
+$2,747,659 QoQ
Shares Held
52,582
+85.6% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#98
of 593 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UHS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Creative Planning holds $113,442,955 across 35 Medical Care Facilities names. UHS ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
78,107 | $30,453,137 | |
| 2 | CHE |
Chemed Corp
|
25,772 | $12,003,050 | |
| 3 | ENSG |
Ensign Group, Inc
|
54,157 | $8,681,366 | |
| 4 | UHS |
Universal Health Services Inc
This page
|
52,582 | $7,818,416 | |
| 5 | EHC |
Encompass Health Corp
|
75,142 | $7,595,352 | |
| 6 | FMS |
Fresenius Medical Care AG
|
297,333 | $6,722,698 | |
| 7 | DVA |
Davita Inc.
|
23,146 | $5,149,521 | |
| 8 | NHC |
National Healthcare Corp
|
19,715 | $4,166,962 |
All Filings in UHS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,818,416 | 52,582 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,070,757 | 28,333 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,095,403 | 27,958 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,450,128 | 16,876 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,869,286 | 10,319 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,576,481 | 8,390 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,474,652 | 8,219 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,521,542 | 6,644 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,067,970 | 5,775 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $845,702 | 4,635 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $562,656 | 3,691 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $442,946 | 3,523 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $487,193 | 3,088 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $394,264 | 3,102 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $344,053 | 2,442 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $225,687 | 1,557 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $201,102 | 1,551 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $214,196 | 1,548 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $276,606 | 1,889 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $283,320 | 2,124 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $294,387 | 2,141 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||