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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

UHT holding history

Universal Health Realty Income Trust in every 13F filed by Abound Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UHT overviewAll 13F holders of UHTFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2023
Holdings of UHT by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5−100.0%Sold outHolders
Q4 20255$197<0.1%00.0%UnchangedHolders
Q3 20255$196<0.1%00.0%UnchangedHolders
Q2 20255$200<0.1%00.0%UnchangedHolders
Q1 20255$205<0.1%00.0%UnchangedHolders
Q4 20245$187<0.1%00.0%UnchangedHolders
Q3 20245$229<0.1%−5−50.0%ReducedHolders
Q2 202410$392<0.1%00.0%UnchangedHolders
Q1 202410$368<0.1%00.0%UnchangedHolders
Q4 202310$433<0.1%00.0%UnchangedHolders
Q3 202310$405<0.1%00.0%UnchangedHolders
Q2 202310$476<0.1%+10NewHolders