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

Cozad 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	$1.58M	Sell	10,650 -4,040	-28%	-$657K	0.1%	188
2026 Q1	$2.63M	Sell	14,690 -282	-2%	-$57.9K	0.21%	111
2025 Q4	$3.26M	Sell	14,972 -7,876	-34%	-$1.74M	0.25%	93
2025 Q3	$4.67M	Sell	22,848 -5,976	-21%	-$1.08M	0.37%	66
2025 Q2	$5.22M	Sell	28,824 -3,458	-11%	-$624K	0.46%	59
2025 Q1	$6.07M	Buy	32,282 +6,630	+26%	+$1.21M	0.61%	48
2024 Q4	$4.6M	Buy	25,652 +815	+3%	+$166K	0.43%	63
2024 Q3	$5.69M	Buy	24,837 +1,857	+8%	+$400K	0.54%	49
2024 Q2	$4.25M	Buy	+22,980	New	+$4.07M	0.42%	59
2020 Q3	–	Sell	-6,575	Closed	-$611K	–	335
2020 Q2	$611K	Sell	6,575 -1,750	-21%	-$175K	0.12%	175
2020 Q1	$825K	Buy	8,325 +1,800	+28%	+$228K	0.29%	104
2019 Q4	$936K	Buy	6,525 +200	+3%	+$28.5K	0.25%	109
2019 Q3	$941K	Sell	6,325 -500	-7%	-$71.8K	0.27%	108
2019 Q2	$890K	Buy	6,825 +800	+13%	+$101K	0.26%	108
2019 Q1	$806K	Buy	6,025 +650	+12%	+$85.6K	0.24%	114
2018 Q4	$627K	Buy	+5,375	New	+$676K	0.22%	120

Other funds holding UHS

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cozad Asset Management reduced its Universal Health Services (UHS) stake by 28% in Q2 2026, selling an estimated $657K and leaving 10,650 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #188.

Cozad Asset Management first reported a position in UHS in Q4 2018 and has held it in 16 quarters since. The position peaked at $6.07M in Q1 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Cozad Asset Management held 10,650 shares of Universal Health Services worth $1.58M as of Q2 2026.
Cozad Asset Management sold 4,040 Universal Health Services shares in Q2 2026, an estimated $657K.
Universal Health Services made up 0.1% of Cozad Asset Management's portfolio in Q2 2026, its #188 holding.
Cozad Asset Management first reported a position in Universal Health Services in Q4 2018 and has held it in 16 quarters since.
Cozad Asset Management's Universal Health Services position peaked at $6.07M in Q1 2025.
595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

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