Medallion Wealth Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.5K Sell
626
-2,362
-79% -$97K 0.01% 582
2026
Q1
$121K Hold
2,988
0.04% 327
2025
Q4
$117K Hold
2,988
0.04% 332
2025
Q3
$117K Hold
2,988
0.04% 329
2025
Q2
$119K Hold
2,988
0.05% 320
2025
Q1
$122K Hold
2,988
0.06% 273
2024
Q4
$122K Buy
+2,988
New +$122K 0.06% 263

Other funds holding UHT

Medallion Wealth Advisors's UHT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Universal Health Realty Income Trust (UHT) stake by 79% in Q2 2026, selling an estimated $97K and leaving 626 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #582.

Medallion Wealth Advisors first reported a position in UHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $122K in Q1 2025. 184 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Medallion Wealth Advisors held 626 shares of Universal Health Realty Income Trust worth $27.5K as of Q2 2026.
  • Medallion Wealth Advisors sold 2,362 Universal Health Realty Income Trust shares in Q2 2026, an estimated $97K.
  • Universal Health Realty Income Trust made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #582 holding.
  • Medallion Wealth Advisors first reported a position in Universal Health Realty Income Trust in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Universal Health Realty Income Trust position peaked at $122K in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.