Position in UHS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$42,525
-$8,660 QoQ
Shares Held
286
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 588 holders
Holding Since
Jun 2022
17 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, 2026MONTAG A & ASSOCIATES INC holds $334,750 across 4 Medical Care Facilities names. UHS ranks #2 (12.7% of the industry book) .
All Filings in UHS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,525 | 286 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $51,185 | 286 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $62,353 | 286 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $58,469 | 286 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $51,808 | 286 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $53,739 | 286 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $51,314 | 286 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $65,496 | 286 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $52,889 | 286 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $52,183 | 286 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $43,597 | 286 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $35,958 | 286 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $45,122 | 286 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,350 | 286 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $40,294 | 286 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $25,219 | 286 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $28,803 | 286 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||