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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capstone Investment Advisors's UHS Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Universal Health Services (UHS) stake by 3.5% in Q1 2026, selling an estimated $9.65K and leaving 1,283 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Capstone Investment Advisors first reported a position in UHS in Q4 2015 and has held it in 18 quarters since. The position peaked at $6.95M in Q4 2016. 652 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • Capstone Investment Advisors held 1,283 shares of Universal Health Services worth $230K as of Q1 2026.
  • Capstone Investment Advisors sold 47 Universal Health Services shares in Q1 2026, an estimated $9.65K.
  • Universal Health Services made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1481 holding.
  • Capstone Investment Advisors first reported a position in Universal Health Services in Q4 2015 and has held it in 18 quarters since.
  • Capstone Investment Advisors's Universal Health Services position peaked at $6.95M in Q4 2016.
  • 652 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.