CAM
UHS icon

Claret Asset Management’s Universal Health Services UHS Stock Holding History

Claret Asset Management’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 		$228K Buy
1,535
+248
+19% +$40.3K 0.02% 316
2026
Q1 		$230K Hold
1,287
– – 0.03% 287
2025
Q4 		$281K Sell
1,287
-3
-0.2% -$663 0.03% 203
2025
Q3 		$264K Sell
1,290
-18
-1% -$3.24K 0.03% 214
2025
Q2 		$235K Buy
+1,308
New +$236K 0.03% 257

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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 $3.37T AUM 44.26% 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

Claret Asset Management's UHS Position: Q2 2026 in Review

Claret Asset Management increased its Universal Health Services (UHS) stake by 19% in Q2 2026, buying an estimated $40.3K and bringing the position to 1,535 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #316.

Claret Asset Management first reported a position in UHS in Q2 2025 and has held it in 5 quarters since. The position peaked at $281K in Q4 2025. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Claret Asset Management held 1,535 shares of Universal Health Services worth $228K as of Q2 2026.
  • Claret Asset Management bought 248 Universal Health Services shares in Q2 2026, an estimated $40.3K.
  • Universal Health Services made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #316 holding.
  • Claret Asset Management first reported a position in Universal Health Services in Q2 2025 and has held it in 5 quarters since.
  • Claret Asset Management's Universal Health Services position peaked at $281K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.