Position in UHS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$225,315
-$179,976 QoQ
Shares Held
1,259
-32.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
6 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 Mar 31, 2026AE Wealth Management LLC holds $6,342,302 across 5 Medical Care Facilities names. UHS ranks #5 (3.6% of the industry book) .
All Filings in UHS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||