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
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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimize Financial's UHS Position: Q1 2026 in Review

Optimize Financial increased its Universal Health Services (UHS) stake by 1.8% in Q1 2026, buying an estimated $8.42K and bringing the position to 2,300 shares worth $412K. The position accounts for 0.2% of the portfolio, ranked #187.

Optimize Financial first reported a position in UHS in Q3 2025 and has held it in 3 quarters since. The position peaked at $493K in Q4 2025. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • Optimize Financial held 2,300 shares of Universal Health Services worth $412K as of Q1 2026.
  • Optimize Financial bought 41 Universal Health Services shares in Q1 2026, an estimated $8.42K.
  • Universal Health Services made up 0.2% of Optimize Financial's portfolio in Q1 2026, its #187 holding.
  • Optimize Financial first reported a position in Universal Health Services in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Universal Health Services position peaked at $493K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.