Position in UHS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$347,488
+$16,394 QoQ
Shares Held
2,337
+26.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#362
of 588 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in UHS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $44,954,456 across 6 Medical Care Facilities names. UHS ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
111,026 | $43,287,927 | |
| 2 | THC |
Tenet Healthcare Corp
|
2,661 | $497,819 | |
| 3 | UHS |
Universal Health Services Inc
This page
|
2,337 | $347,488 | |
| 4 | CHE |
Chemed Corp
|
644 | $299,936 | |
| 5 | DVA |
Davita Inc.
|
1,322 | $294,118 | |
| 6 | OPCH |
Option Care Health, Inc.
|
10,833 | $227,168 |
All Filings in UHS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,488 | 2,337 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $331,094 | 1,850 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $422,304 | 1,937 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $515,190 | 2,844 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,395,157 | 7,425 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,203,728 | 6,709 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,546,275 | 6,752 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||