Abound Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History

Abound Wealth Management’s Portfolio UHT Stock Details UHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5	Closed	-$197	–	1606
2025 Q4	$197	Hold	5	–	–	﹤0.01%	1184
2025 Q3	$196	Hold	5	–	–	﹤0.01%	1127
2025 Q2	$200	Hold	5	–	–	﹤0.01%	1035
2025 Q1	$205	Hold	5	–	–	﹤0.01%	975
2024 Q4	$187	Hold	5	–	–	﹤0.01%	1099
2024 Q3	$229	Sell	5 -5	-50%	-$215	﹤0.01%	1085
2024 Q2	$392	Hold	10	–	–	﹤0.01%	900
2024 Q1	$368	Hold	10	–	–	﹤0.01%	1030
2023 Q4	$433	Hold	10	–	–	﹤0.01%	986
2023 Q3	$405	Hold	10	–	–	﹤0.01%	879
2023 Q2	$476	Buy	+10	New	+$459	﹤0.01%	862

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abound Wealth Management's UHT Position: Q1 2026 in Review

Abound Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q1 2026, closing a stake of 5 shares — an estimated $197 sold.

Abound Wealth Management first reported a position in UHT in Q2 2023 and held it in 11 quarters. The position peaked at $476 in Q2 2023. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

Abound Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q1 2026 after selling out during the quarter.
Abound Wealth Management sold 5 Universal Health Realty Income Trust shares in Q1 2026, an estimated $197.
Abound Wealth Management first reported a position in Universal Health Realty Income Trust in Q2 2023 and held it in 11 quarters.
Abound Wealth Management's Universal Health Realty Income Trust position peaked at $476 in Q2 2023.
187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.