Mount Lucas Management’s Universal Health Services UHS Stock Holding History

Mount Lucas 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	$649K	Buy	4,362 +99	+2%	+$16.1K	0.23%	132
2026 Q1	$763K	Buy	4,263 +220	+5%	+$45.2K	0.28%	108
2025 Q4	$881K	Buy	4,043 +30	+0.7%	+$6.63K	0.35%	98
2025 Q3	$820K	Sell	4,013 -114	-3%	-$20.5K	0.34%	97
2025 Q2	$748K	Sell	4,127 -5,399	-57%	-$974K	0.32%	99
2025 Q1	$1.79M	Buy	9,526 +5,111	+116%	+$932K	0.58%	40
2024 Q4	$792K	Sell	4,415 -275	-6%	-$56K	0.28%	80
2024 Q3	$1.07M	Sell	4,690 -7,067	-60%	-$1.52M	0.37%	66
2024 Q2	$2.17M	Buy	+11,757	New	+$2.08M	0.62%	59

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

Mount Lucas Management's UHS Position: Q2 2026 in Review

Mount Lucas Management increased its Universal Health Services (UHS) stake by 2.3% in Q2 2026, buying an estimated $16.1K and bringing the position to 4,362 shares worth $649K. The position accounts for 0.23% of the portfolio, ranked #132.

Mount Lucas Management first reported a position in UHS in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.17M in Q2 2024. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Mount Lucas Management held 4,362 shares of Universal Health Services worth $649K as of Q2 2026.
Mount Lucas Management bought 99 Universal Health Services shares in Q2 2026, an estimated $16.1K.
Universal Health Services made up 0.23% of Mount Lucas Management's portfolio in Q2 2026, its #132 holding.
Mount Lucas Management first reported a position in Universal Health Services in Q2 2024 and has held it in 9 quarters since.
Mount Lucas Management's Universal Health Services position peaked at $2.17M in Q2 2024.
590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.