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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

UHS holding history

Universal Health Services Inc in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UHS overviewAll 13F holders of UHSFull Q2 2026 holdings

Shares (Q2 2026)
4,035
Value
$599.9K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of UHS by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,035$599.9K<0.1%−2,690−40.0%ReducedHolders
Q1 20266,725$1.20M<0.1%+1,547+29.9%AddedHolders
Q4 20255,178$1.13M<0.1%+2,021+64.0%AddedHolders
Q3 20253,157$645.4K<0.1%+872+38.2%AddedHolders
Q2 20252,285$413.9K<0.1%−385−14.4%ReducedHolders
Q1 20252,670$501.7K<0.1%+925+53.0%AddedHolders
Q4 20241,745$313.1K<0.1%−481−21.6%ReducedHolders
Q3 20242,226$509.8K<0.1%+939+73.0%AddedHolders
Q2 20241,287$238.0K<0.1%+1,287NewHolders
Q1 20240$00.0%−3,160−100.0%Sold outHolders
Q4 20233,160$481.7K<0.1%−97−3.0%ReducedHolders
Q3 20233,257$409.5K<0.1%+349+12.0%AddedHolders
Q2 20232,908$458.8K<0.1%+276+10.5%AddedHolders
Q1 20232,632$334.5K<0.1%+548+26.3%AddedHolders
Q4 20222,084$293.6K<0.1%−2,178−51.1%ReducedHolders
Q3 20224,262$376.0K<0.1%+365+9.4%AddedHolders
Q2 20223,897$392.0K<0.1%−171−4.2%ReducedHolders
Q1 20224,068$590.0K<0.1%−1,900−31.8%ReducedHolders
Q4 20215,968$774.0K<0.1%+336+6.0%AddedHolders
Q3 20215,632$779.0K<0.1%−94−1.6%ReducedHolders
Q2 20215,726$838.0K<0.1%−1,774−23.7%ReducedHolders
Q1 20217,500$1.00M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.