True Wealth Design’s Universal Health Realty Income Trust UHT Stock Holding History

True Wealth Design’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 Q2	$2.24K	Sell	51 -8	-14%	-$329	﹤0.01%	1645
2026 Q1	$2.39K	Buy	59 +1	+2%	+$41	﹤0.01%	1468
2025 Q4	$2.27K	Buy	58 +12	+26%	+$468	﹤0.01%	1407
2025 Q3	$1.8K	Buy	46 +29	+171%	+$1.17K	﹤0.01%	1503
2025 Q2	$680	Sell	17 -2	-11%	-$79	﹤0.01%	1615
2025 Q1	$779	Buy	19 +6	+46%	+$236	﹤0.01%	1368
2024 Q4	$484	Buy	+13	New	+$530	﹤0.01%	1100

Other funds holding UHT

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

True Wealth Design's UHT Position: Q2 2026 in Review

True Wealth Design reduced its Universal Health Realty Income Trust (UHT) stake by 14% in Q2 2026, selling an estimated $329 and leaving 51 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

True Wealth Design first reported a position in UHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.39K in Q1 2026. 11 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

True Wealth Design held 51 shares of Universal Health Realty Income Trust worth $2.24K as of Q2 2026.
True Wealth Design sold 8 Universal Health Realty Income Trust shares in Q2 2026, an estimated $329.
Universal Health Realty Income Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1645 holding.
True Wealth Design first reported a position in Universal Health Realty Income Trust in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's Universal Health Realty Income Trust position peaked at $2.39K in Q1 2026.
11 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.