Plan Group Financial, LLC

SEC CIK: 0001940033
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

UHS holding history

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

UHS overview All 13F holders of UHS Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2024

Holdings of UHS by Plan Group Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−1,895−100.0%	Sold out	Holders
Q4 2024	1,895	$340.0K	0.2%	−58−3.0%	Reduced	Holders
Q3 2024	1,953	$447.3K	0.2%	−27−1.4%	Reduced	Holders
Q2 2024	1,980	$366.2K	0.2%	+1,980	New	Holders