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Coldstream Capital Management’s Universal Health Services UHS Stock Holding History

Coldstream Capital 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 		$370K Buy
2,487
+1,132
+84% +$184K ﹤0.01% 874
2026
Q1 		$243K Buy
1,355
+257
+23% +$52.8K ﹤0.01% 1043
2025
Q4 		$239K Sell
1,098
-66
-6% -$14.6K ﹤0.01% 1015
2025
Q3 		$238K Sell
1,164
-169
-13% -$30.4K ﹤0.01% 1056
2025
Q2 		$241K Sell
1,333
-124
-9% -$22.4K ﹤0.01% 984
2025
Q1 		$274K Buy
1,457
+191
+15% +$34.8K 0.01% 856
2024
Q4 		$227K Buy
1,266
+71
+6% +$14.5K ﹤0.01% 956
2024
Q3 		$271K Buy
+1,195
New +$258K 0.01% 882
2015
Q3 		– Sell
-1,415
Closed -$201K – 189
2015
Q2 		$201K Buy
+1,415
New +$177K 0.05% 161

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

Coldstream Capital Management's UHS Position: Q2 2026 in Review

Coldstream Capital Management increased its Universal Health Services (UHS) stake by 84% in Q2 2026, buying an estimated $184K and bringing the position to 2,487 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Coldstream Capital Management first reported a position in UHS in Q2 2015 and has held it in 9 quarters since. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Coldstream Capital Management held 2,487 shares of Universal Health Services worth $370K as of Q2 2026.
  • Coldstream Capital Management bought 1,132 Universal Health Services shares in Q2 2026, an estimated $184K.
  • Universal Health Services made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #874 holding.
  • Coldstream Capital Management first reported a position in Universal Health Services in Q2 2015 and has held it in 9 quarters since.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.