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
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% -$6.13K ﹤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 $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 $3.37T 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

Lido Advisors's UHS Position: Q2 2026 in Review

Lido Advisors increased its Universal Health Services (UHS) stake by 15% in Q2 2026, buying an estimated $32.7K and bringing the position to 1,568 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Lido Advisors first reported a position in UHS in Q1 2024 and has held it in 10 quarters since. The position peaked at $490K in Q1 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Lido Advisors held 1,568 shares of Universal Health Services worth $233K as of Q2 2026.
  • Lido Advisors bought 201 Universal Health Services shares in Q2 2026, an estimated $32.7K.
  • Universal Health Services made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1883 holding.
  • Lido Advisors first reported a position in Universal Health Services in Q1 2024 and has held it in 10 quarters since.
  • Lido Advisors's Universal Health Services position peaked at $490K in Q1 2025.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.