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Capital Investment Advisors’s Universal Health Services UHS Stock Holding History

Capital Investment Advisors’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,128
Closed -$202K – 813
2026
Q1 		$202K Buy
1,128
+3
+0.3% +$616 ﹤0.01% 716
2025
Q4 		$245K Hold
1,125
– – ﹤0.01% 652
2025
Q3 		$230K Buy
1,125
+1
+0.1% +$180 ﹤0.01% 660
2025
Q2 		$204K Buy
1,124
+1
+0.1% +$180 ﹤0.01% 662
2025
Q1 		$211K Buy
1,123
+1
+0.1% +$182 ﹤0.01% 627
2024
Q4 		$201K Buy
1,122
+1
+0.1% +$204 ﹤0.01% 624
2024
Q3 		$257K Buy
1,121
+1
+0.1% +$215 0.01% 558
2024
Q2 		$207K Buy
1,120
+5
+0.4% +$885 ﹤0.01% 589
2024
Q1 		$203K Buy
+1,115
New +$184K ﹤0.01% 584

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Investment Advisors's UHS Position: Q2 2026 in Review

Capital Investment Advisors sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 1,128 shares — an estimated $202K sold.

Capital Investment Advisors first reported a position in UHS in Q1 2024 and held it in 9 quarters. The position peaked at $257K in Q3 2024. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Capital Investment Advisors reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisors sold 1,128 Universal Health Services shares in Q2 2026, an estimated $202K.
  • Capital Investment Advisors first reported a position in Universal Health Services in Q1 2024 and held it in 9 quarters.
  • Capital Investment Advisors's Universal Health Services position peaked at $257K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.