CAPTRUST Financial Advisors’s Universal Health Services UHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.2M | Buy |
6,725
+1,547
| +30% | +$318K | ﹤0.01% | 1503 |
|
|
2025
Q4 | $1.13M | Buy |
5,178
+2,021
| +64% | +$447K | ﹤0.01% | 1429 |
|
|
2025
Q3 | $645K | Buy |
3,157
+872
| +38% | +$157K | ﹤0.01% | 1663 |
|
|
2025
Q2 | $414K | Sell |
2,285
-385
| -14% | -$69.5K | ﹤0.01% | 1848 |
|
|
2025
Q1 | $502K | Buy |
2,670
+925
| +53% | +$169K | ﹤0.01% | 1637 |
|
|
2024
Q4 | $313K | Sell |
1,745
-481
| -22% | -$98K | ﹤0.01% | 1883 |
|
|
2024
Q3 | $510K | Buy |
2,226
+939
| +73% | +$202K | ﹤0.01% | 1564 |
|
|
2024
Q2 | $238K | Buy |
+1,287
| New | +$228K | ﹤0.01% | 1946 |
|
|
2024
Q1 | – | Sell |
-3,160
| Closed | -$482K | – | 2649 |
|
|
2023
Q4 | $482K | Sell |
3,160
-97
| -3% | -$13.1K | ﹤0.01% | 1762 |
|
|
2023
Q3 | $410K | Buy |
3,257
+349
| +12% | +$47.6K | ﹤0.01% | 1780 |
|
|
2023
Q2 | $459K | Buy |
2,908
+276
| +10% | +$38.5K | ﹤0.01% | 1673 |
|
|
2023
Q1 | $335K | Buy |
2,632
+548
| +26% | +$75.6K | ﹤0.01% | 1670 |
|
|
2022
Q4 | $294K | Sell |
2,084
-2,178
| -51% | -$257K | ﹤0.01% | 1675 |
|
|
2022
Q3 | $376K | Buy |
4,262
+365
| +9% | +$37.7K | ﹤0.01% | 1400 |
|
|
2022
Q2 | $392K | Sell |
3,897
-171
| -4% | -$21.4K | ﹤0.01% | 1266 |
|
|
2022
Q1 | $590K | Sell |
4,068
-1,900
| -32% | -$263K | ﹤0.01% | 1073 |
|
|
2021
Q4 | $774K | Buy |
5,968
+336
| +6% | +$43.2K | 0.01% | 925 |
|
|
2021
Q3 | $779K | Sell |
5,632
-94
| -2% | -$14.2K | 0.01% | 851 |
|
|
2021
Q2 | $838K | Sell |
5,726
-1,774
| -24% | -$268K | 0.01% | 786 |
|
|
2021
Q1 | $1M | Sell |
7,500
-4
| -0.1% | -$530 | 0.01% | 697 |
|
|
2020
Q4 | $1.03M | Buy |
7,504
+1,752
| +30% | +$218K | 0.01% | 600 |
|
|
2020
Q3 | $611K | Sell |
5,752
-1,989
| -26% | -$213K | 0.01% | 655 |
|
|
2020
Q2 | $721K | Sell |
7,741
-5,785
| -43% | -$579K | 0.01% | 591 |
|
|
2020
Q1 | $1.19M | Sell |
13,526
-12,496
| -48% | -$1.58M | 0.03% | 389 |
|
|
2019
Q4 | $3.7M | Buy |
26,022
+9,642
| +59% | +$1.37M | 0.06% | 270 |
|
|
2019
Q3 | $2.44M | Buy |
16,380
+441
| +3% | +$63.3K | 0.09% | 198 |
|
|
2019
Q2 | $2.08M | Buy |
15,939
+2,927
| +22% | +$368K | 0.08% | 213 |
|
|
2019
Q1 | $1.74M | Buy |
13,012
+2,557
| +24% | +$337K | 0.07% | 210 |
|
|
2018
Q4 | $1.22M | Sell |
10,455
-151
| -1% | -$19K | 0.07% | 198 |
|
|
2018
Q3 | $1.36M | Buy |
10,606
+1,150
| +12% | +$141K | 0.06% | 190 |
|
|
2018
Q2 | $1.05M | Buy |
9,456
+827
| +10% | +$96.9K | 0.06% | 178 |
|
|
2018
Q1 | $1M | Buy |
8,629
+113
| +1% | +$13.4K | 0.06% | 173 |
|
|
2017
Q4 | $965K | Buy |
8,516
+1,280
| +18% | +$137K | 0.06% | 184 |
|
|
2017
Q3 | $841K | Buy |
7,236
+132
| +2% | +$14.9K | 0.06% | 127 |
|
|
2017
Q2 | $867K | Buy |
+7,104
| New | +$846K | 0.11% | 73 |
|
Other funds holding UHS
VCM
VPM
CAPTRUST Financial Advisors's UHS Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Universal Health Services (UHS) stake by 30% in Q1 2026, buying an estimated $318K and bringing the position to 6,725 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1503.
CAPTRUST Financial Advisors first reported a position in UHS in Q2 2017 and has held it in 35 quarters since. The position peaked at $3.7M in Q4 2019. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.
- CAPTRUST Financial Advisors held 6,725 shares of Universal Health Services worth $1.2M as of Q1 2026.
- CAPTRUST Financial Advisors bought 1,547 Universal Health Services shares in Q1 2026, an estimated $318K.
- Universal Health Services made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1503 holding.
- CAPTRUST Financial Advisors first reported a position in Universal Health Services in Q2 2017 and has held it in 35 quarters since.
- CAPTRUST Financial Advisors's Universal Health Services position peaked at $3.7M in Q4 2019.
- 651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.