SO
UHS icon

Sierra Ocean’s Universal Health Services UHS Stock Holding History

Sierra Ocean’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
2025
Q3 		– Sell
-19
Closed -$3.45K – 909
2025
Q2 		$3.45K Sell
19
-28
-60% -$5.05K ﹤0.01% 650
2025
Q1 		$8.84K Hold
47
– – 0.01% 463
2024
Q4 		$8.44K Buy
+47
New +$9.57K 0.01% 461

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sierra Ocean's UHS Position: Q3 2025 in Review

Sierra Ocean sold out of Universal Health Services (UHS) in Q3 2025, closing a stake of 19 shares — an estimated $3.45K sold.

Sierra Ocean first reported a position in UHS in Q4 2024 and held it in 3 quarters. The position peaked at $8.84K in Q1 2025. 631 funds tracked by Wall St. Rank hold UHS as of Q3 2025.

  • Sierra Ocean reported no remaining Universal Health Services position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 19 Universal Health Services shares in Q3 2025, an estimated $3.45K.
  • Sierra Ocean first reported a position in Universal Health Services in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Universal Health Services position peaked at $8.84K in Q1 2025.
  • 631 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.