Capstone Investment Advisors
UHS icon

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

Capstone 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
-1,283
Closed -$230K – 1917
2026
Q1 		$230K Sell
1,283
-47
-4% -$9.65K ﹤0.01% 1481
2025
Q4 		$290K Buy
+1,330
New +$294K ﹤0.01% 1367
2025
Q3 		– Sell
-1,898
Closed -$344K – 2077
2025
Q2 		$344K Buy
+1,898
New +$342K ﹤0.01% 1327
2025
Q1 		– Sell
-2,744
Closed -$492K – 1877
2024
Q4 		$492K Buy
2,744
+1,240
+82% +$253K ﹤0.01% 1322
2024
Q3 		$344K Sell
1,504
-1,336
-47% -$288K ﹤0.01% 1352
2024
Q2 		$525K Buy
2,840
+1,822
+179% +$322K ﹤0.01% 1282
2024
Q1 		$186K Buy
1,018
+74
+8% +$12.2K ﹤0.01% 2031
2023
Q4 		$144K Buy
+944
New +$127K ﹤0.01% 1877
2022
Q4 		– Sell
-14,556
Closed -$1.72M – 1665
2022
Q3 		$1.28M Buy
14,556
+7,871
+118% +$813K 0.01% 924
2022
Q2 		$673K Buy
+6,685
New +$837K ﹤0.01% 1153
2022
Q1 		– Sell
-6,300
Closed -$871K – 2161
2021
Q4 		$817K Sell
6,300
-3,974
-39% -$511K ﹤0.01% 1359
2021
Q3 		$1.42M Buy
+10,274
New +$1.56M ﹤0.01% 1311
2020
Q4 		– Sell
-6,001
Closed -$747K – 1769
2020
Q3 		$642K Sell
6,001
-1,407
-19% -$150K ﹤0.01% 1123
2020
Q2 		$688K Buy
+7,408
New +$741K ﹤0.01% 1006
2020
Q1 		– Sell
-225
Closed -$28.5K – 1389
2019
Q4 		$32K Buy
+225
New +$32.1K ﹤0.01% 1347
2019
Q3 		– Sell
-55
Closed -$7.9K – 1453
2019
Q2 		$7K Buy
+55
New +$6.92K ﹤0.01% 1373
2017
Q1 		– Sell
-65,327
Closed -$6.95M – 1129
2016
Q4 		$6.95M Buy
+65,327
New +$7.74M 0.21% 93
2016
Q1 		– Sell
-3,500
Closed -$418K – 769
2015
Q4 		$418K Buy
+3,500
New +$428K 0.01% 367

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

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

Capstone Investment Advisors sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 1,283 shares — an estimated $230K sold.

Capstone Investment Advisors first reported a position in UHS in Q4 2015 and held it in 18 quarters. The position peaked at $6.95M in Q4 2016. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,283 Universal Health Services shares in Q2 2026, an estimated $230K.
  • Capstone Investment Advisors first reported a position in Universal Health Services in Q4 2015 and held it in 18 quarters.
  • Capstone Investment Advisors's Universal Health Services position peaked at $6.95M in Q4 2016.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.