Position in UHS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$212,620
-$12,695 QoQ
Shares Held
1,430
+13.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#428
of 595 holders
Holding Since
Sep 2020
7 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, 2026AE Wealth Management LLC holds $9,101,459 across 8 Medical Care Facilities names. UHS ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NHC |
National Healthcare Corp
|
22,277 | $4,708,463 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
4,115 | $1,604,383 | |
| 3 | ENSG |
Ensign Group, Inc
|
5,479 | $878,266 | |
| 4 | OPCH |
Option Care Health, Inc.
|
25,398 | $532,579 | |
| 5 | THC |
Tenet Healthcare Corp
|
2,592 | $484,906 | |
| 6 | CON |
Concentra Group Holdings Parent, Inc.
|
15,545 | $462,452 | |
| 7 | SNDA |
Sonida Senior Living, Inc.
|
5,338 | $217,790 | |
| 8 | UHS |
Universal Health Services Inc
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|
1,430 | $212,620 |
All Filings in UHS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,620 | 1,430 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $225,315 | 1,259 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $405,291 | 1,859 | Shares | Other | 2026-01-26 | |
| 2023-12-31 | $334,605 | 2,195 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $677,464 | 4,294 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $240,600 | 1,893 | Shares | Sole | 2023-04-14 | |
| 2020-09-30 | $377,459 | 3,527 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||