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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

UHS holding history

Universal Health Services Inc in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UHS overviewAll 13F holders of UHSFull Q2 2026 holdings

Shares (Q2 2026)
1,430
Value
$212.6K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2023
Holdings of UHS by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,430$212.6K<0.1%+171+13.6%AddedHolders
Q1 20261,259$225.4K<0.1%−600−32.3%ReducedHolders
Q4 20251,859$405.3K<0.1%+1,859NewHolders
Q1 20240$00.0%−2,195−100.0%Sold outHolders
Q4 20232,195$345.9K<0.1%+2,195NewHolders
Q3 20230$00.0%−4,294−100.0%Sold outHolders
Q2 20234,294$677.5K<0.1%+2,401+126.8%AddedHolders
Q1 20231,893$240.6K<0.1%+1,893NewHolders