OF
UHS icon

Optimize Financial’s Universal Health Services UHS Stock Holding History

Optimize Financial’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 		$341K Sell
2,293
-7
-0.3% -$1.14K 0.12% 240
2026
Q1 		$412K Buy
2,300
+41
+2% +$8.42K 0.2% 187
2025
Q4 		$493K Buy
2,259
+32
+1% +$7.07K 0.25% 135
2025
Q3 		$455K Buy
+2,227
New +$401K 0.24% 150

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

Optimize Financial's UHS Position: Q2 2026 in Review

Optimize Financial reduced its Universal Health Services (UHS) stake by 0.3% in Q2 2026, selling an estimated $1.14K and leaving 2,293 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #240.

Optimize Financial first reported a position in UHS in Q3 2025 and has held it in 4 quarters since. The position peaked at $493K in Q4 2025. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Optimize Financial held 2,293 shares of Universal Health Services worth $341K as of Q2 2026.
  • Optimize Financial sold 7 Universal Health Services shares in Q2 2026, an estimated $1.14K.
  • Universal Health Services made up 0.12% of Optimize Financial's portfolio in Q2 2026, its #240 holding.
  • Optimize Financial first reported a position in Universal Health Services in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Universal Health Services position peaked at $493K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.