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
-700
Closed -$126K – 1878
2024
Q4 		$126K Buy
700
+500
+250% +$102K ﹤0.01% 1669
2024
Q3 		$45.8K Buy
+200
New +$43.1K ﹤0.01% 1810
2024
Q1 		– Sell
-400
Closed -$61K – 2556
2023
Q4 		$61K Buy
+400
New +$53.8K ﹤0.01% 1990
2023
Q1 		– Sell
-2,200
Closed -$310K – 1687
2022
Q4 		$310K Sell
2,200
-16,200
-88% -$1.91M ﹤0.01% 1214
2022
Q3 		$1.62M Buy
18,400
+2,200
+14% +$227K 0.01% 843
2022
Q2 		$1.63M Sell
16,200
-6,900
-30% -$864K 0.01% 841
2022
Q1 		$3.35M Sell
23,100
-1,200
-5% -$166K 0.01% 850
2021
Q4 		$3.15M Sell
24,300
-20,800
-46% -$2.67M 0.01% 964
2021
Q3 		$6.24M Buy
45,100
+29,300
+185% +$4.44M 0.01% 781
2021
Q2 		$2.31M Buy
15,800
+500
+3% +$75.6K 0.01% 977
2021
Q1 		$2.04M Buy
15,300
+7,600
+99% +$1.01M 0.01% 921
2020
Q4 		$1.06M Sell
7,700
-14,000
-65% -$1.74M ﹤0.01% 1062
2020
Q3 		$2.32M Sell
21,700
-900
-4% -$96.3K 0.01% 756
2020
Q2 		$2.1M Buy
22,600
+8,500
+60% +$850K 0.01% 702
2020
Q1 		$1.4M Buy
14,100
+2,600
+23% +$329K 0.02% 621
2019
Q4 		$1.65M Buy
11,500
+6,900
+150% +$984K 0.01% 896
2019
Q3 		$684K Buy
4,600
+2,300
+100% +$330K ﹤0.01% 1020
2019
Q2 		$300K Buy
+2,300
New +$289K ﹤0.01% 1197

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.