Lido Advisors
UHS icon

Lido Advisors’s Universal Health Services UHS Stock Holding History

Lido Advisors’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
Q3 		$902K Buy
5,178
+3,610
+230% +$605K ﹤0.01% 1140
2026
Q2 		$233K Buy
1,568
+201
+15% +$32.7K ﹤0.01% 1883
2026
Q1 		$245K Sell
1,367
-978
-42% -$201K ﹤0.01% 1676
2025
Q4 		$482K Buy
2,345
+71
+3% +$15.7K ﹤0.01% 1316
2025
Q3 		$465K Sell
2,274
-301
-12% -$54.2K ﹤0.01% 1259
2025
Q2 		$467K Sell
2,575
-34
-1% -$6.14K ﹤0.01% 1130
2025
Q1 		$490K Buy
2,609
+89
+4% +$16.2K ﹤0.01% 1033
2024
Q4 		$452K Buy
2,520
+580
+30% +$118K ﹤0.01% 1039
2024
Q3 		$444K Buy
1,940
+316
+19% +$68.1K ﹤0.01% 997
2024
Q2 		$300K Buy
1,624
+254
+19% +$44.9K ﹤0.01% 1121
2024
Q1 		$250K Buy
+1,370
New +$226K ﹤0.01% 1171

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Lido Advisors's UHS Position: Q3 2026 in Review

Lido Advisors increased its Universal Health Services (UHS) stake by 230% in Q3 2026, buying an estimated $605K and bringing the position to 5,178 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Lido Advisors first reported a position in UHS in Q1 2024 and has held it in 11 quarters since. 441 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • Lido Advisors held 5,178 shares of Universal Health Services worth $902K as of Q3 2026.
  • Lido Advisors bought 3,610 Universal Health Services shares in Q3 2026, an estimated $605K.
  • Universal Health Services made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1140 holding.
  • Lido Advisors first reported a position in Universal Health Services in Q1 2024 and has held it in 11 quarters since.
  • 441 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.