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Oak Thistle LLC’s Universal Health Services UHS Stock Holding History

Oak Thistle LLC’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 		– Sell
-21,629
Closed -$3.87M – 639
2026
Q1 		$3.87M Buy
21,629
+12,228
+130% +$2.51M 0.38% 68
2025
Q4 		$2.05M Buy
+9,401
New +$2.08M 0.28% 110
2024
Q4 		– Sell
-2,014
Closed -$461K – 558
2024
Q3 		$461K Buy
2,014
+603
+43% +$130K 0.15% 259
2024
Q2 		$261K Buy
+1,411
New +$250K 0.19% 240
2022
Q1 		– Sell
-3,682
Closed -$477K – 518
2021
Q4 		$477K Buy
+3,682
New +$473K 0.37% 109

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

Oak Thistle LLC's UHS Position: Q2 2026 in Review

Oak Thistle LLC sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 21,629 shares — an estimated $3.87M sold.

Oak Thistle LLC first reported a position in UHS in Q4 2021 and held it in 5 quarters. The position peaked at $3.87M in Q1 2026. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Oak Thistle LLC reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 21,629 Universal Health Services shares in Q2 2026, an estimated $3.87M.
  • Oak Thistle LLC first reported a position in Universal Health Services in Q4 2021 and held it in 5 quarters.
  • Oak Thistle LLC's Universal Health Services position peaked at $3.87M in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.