Universal Health Services, Inc.
GB ˙ LSE ˙ US9139031002
145,80 $ ↑2,87 (2,01%)
2026-06-05
DEL PRIS
SecurityGB:0LJL / Universal Health Services, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership476 shares
Latest Disclosed Value $ 85,190
EverSource Wealth Advisors, LLC reports 4.39% increase in ownership of 0LJL / Universal Health Services, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 476 shares of Universal Health Services, Inc. (GB:0LJL) valued at $85,285 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 456 shares of Universal Health Services, Inc.. This represents a change in shares of 4.39% during the quarter. The current value of the position is $69,401 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 UNIVERSAL HLTH SVCS INC CL B Stock 913903100 476 20 4.39 85 -14.14 0.0004
2026-05-14 2026-03-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 51,066 50,610 7,482 0.0411
2026-02-06 2025-12-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 456 35 8.31 99 15.12 0.0037
2025-11-10 2025-09-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 421 -162 -27.79 86 -18.10 0.0034
2025-08-13 2025-06-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 583 284 94.98 106 87.50 0.0048
2025-05-13 2025-03-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 299 212 243.68 56 273.33 0.0031
2025-02-10 2024-12-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 87 16 22.54 16 -6.25 0.0009
2024-11-08 2024-09-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 71 -144 -66.98 16 -64.44 0.0010
2024-08-13 2024-06-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 215 -20 -8.51 46 12.50 0.0031
2024-06-11 2024-03-31 13F/A-1 UNIVERSAL HLTH SVCS INC CL B Stock 913903100 235 -1 -0.42 40 14.29 0.0031
2024-05-13 2024-03-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 236 0 36 0.0013
2024-02-09 2023-12-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 236 -31 -11.61 36 6.06 0.0033
2023-11-03 2023-09-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 267 80 42.78 34 13.79 0.0036
2023-08-04 2023-06-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 187 4 2.19 30 26.09 0.0033
2023-05-11 2023-03-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 183 6 3.39 23 -4.17 0.0029
2023-02-09 2022-12-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 177 -77 -30.31 25 4.35 0.0038
2022-11-07 2022-09-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 254 -316 -55.44 23 -59.65 0.0053
2022-08-01 2022-06-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 570 444 352.38 57 216.67 0.0147
2022-05-25 2022-03-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 126 38 43.18 18 50.00 0.0046
2022-02-17 2021-12-31 13F/A-1 UNIVERSAL HLTH SVCS INC CL B Stock 913903100 88 88 12 0.0034
2022-02-07 2021-12-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 88 88 11 0.0031
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.