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

Golden State 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
-16
Closed -$627 – 1729
2025
Q4 		$627 Hold
16
– – ﹤0.01% 1571
2025
Q3 		$627 Hold
16
– – ﹤0.01% 1551
2025
Q2 		$640 Buy
+16
New +$629 ﹤0.01% 1477

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Golden State Wealth Management's UHT Position: Q1 2026 in Review

Golden State Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q1 2026, closing a stake of 16 shares — an estimated $627 sold.

Golden State Wealth Management first reported a position in UHT in Q2 2025 and held it in 3 quarters. The position peaked at $640 in Q2 2025. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Golden State Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 16 Universal Health Realty Income Trust shares in Q1 2026, an estimated $627.
  • Golden State Wealth Management first reported a position in Universal Health Realty Income Trust in Q2 2025 and held it in 3 quarters.
  • Golden State Wealth Management's Universal Health Realty Income Trust position peaked at $640 in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.