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
2025
Q1 		– Sell
-300
Closed -$53.8K – 1876
2024
Q4 		$53.8K Hold
300
– – ﹤0.01% 1756
2024
Q3 		$68.7K Buy
+300
New +$64.6K ﹤0.01% 1768
2024
Q2 		– Sell
-100
Closed -$18.2K – 2488
2024
Q1 		$18.2K Hold
100
– – ﹤0.01% 2272
2023
Q4 		$15.2K Buy
+100
New +$13.5K ﹤0.01% 2053
2023
Q1 		– Sell
-300
Closed -$42.3K – 1686
2022
Q4 		$42.3K Sell
300
-3,000
-91% -$354K ﹤0.01% 1458
2022
Q3 		$291K Buy
3,300
+300
+10% +$31K ﹤0.01% 1395
2022
Q2 		$302K Sell
3,000
-600
-17% -$75.1K ﹤0.01% 1343
2022
Q1 		$522K Buy
3,600
+2,100
+140% +$290K ﹤0.01% 1477
2021
Q4 		$194K Sell
1,500
-2,200
-59% -$283K ﹤0.01% 1577
2021
Q3 		$512K Buy
3,700
+1,800
+95% +$272K ﹤0.01% 1544
2021
Q2 		$278K Buy
1,900
+100
+6% +$15.1K ﹤0.01% 1463
2021
Q1 		$240K Sell
1,800
-1,500
-45% -$199K ﹤0.01% 1409
2020
Q4 		$454K Sell
3,300
-2,500
-43% -$311K ﹤0.01% 1274
2020
Q3 		$621K Buy
5,800
+1,300
+29% +$139K ﹤0.01% 1131
2020
Q2 		$418K Buy
4,500
+2,200
+96% +$220K ﹤0.01% 1128
2020
Q1 		$228K Sell
2,300
-1,200
-34% -$152K ﹤0.01% 1002
2019
Q4 		$502K Buy
3,500
+1,900
+119% +$271K ﹤0.01% 1145
2019
Q3 		$238K Buy
1,600
+1,200
+300% +$172K ﹤0.01% 1208
2019
Q2 		$52K Buy
+400
New +$50.3K ﹤0.01% 1335

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.