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 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 New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coldstream Capital Management's UHS Position: Q1 2026 in Review

Coldstream Capital Management increased its Universal Health Services (UHS) stake by 23% in Q1 2026, buying an estimated $52.8K and bringing the position to 1,355 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Coldstream Capital Management first reported a position in UHS in Q2 2015 and has held it in 8 quarters since. The position peaked at $274K in Q1 2025. 653 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

Coldstream Capital Management held 1,355 shares of Universal Health Services worth $243K as of Q1 2026.
Coldstream Capital Management bought 257 Universal Health Services shares in Q1 2026, an estimated $52.8K.
Universal Health Services made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1043 holding.
Coldstream Capital Management first reported a position in Universal Health Services in Q2 2015 and has held it in 8 quarters since.
Coldstream Capital Management's Universal Health Services position peaked at $274K in Q1 2025.
653 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.