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Addison Advisors’s United Therapeutics UTHR Stock Holding History

Addison Advisors’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.5K Hold
75
– – 0.01% 448
2025
Q4 		$36.5K Hold
75
– – 0.01% 464
2025
Q3 		$31.4K Hold
75
– – 0.01% 482
2025
Q2 		$21.6K Hold
75
– – 0.01% 534
2025
Q1 		$23.1K Hold
75
– – 0.01% 486
2024
Q4 		$26.5K Hold
75
– – 0.01% 468
2024
Q3 		$26.9K Hold
75
– – 0.01% 470
2024
Q2 		$23.9K Hold
75
– – 0.01% 464
2024
Q1 		$17.2K Hold
75
– – 0.01% 475
2023
Q4 		$16.5K Hold
75
– – 0.01% 469
2023
Q3 		$16.9K Hold
75
– – 0.01% 437
2023
Q2 		$16.6K Hold
75
– – 0.01% 428
2023
Q1 		$16.8K Hold
75
– – 0.01% 418
2022
Q4 		$20.9K Hold
75
– – 0.01% 374
2022
Q3 		$16K Hold
75
– – 0.01% 384
2022
Q2 		$18K Hold
75
– – 0.01% 372
2022
Q1 		$13K Hold
75
– – 0.01% 450
2021
Q4 		$16K Hold
75
– – 0.01% 368
2021
Q3 		$14K Hold
75
– – 0.01% 287
2021
Q2 		$13K Buy
+75
New +$14.3K 0.01% 287
2020
Q4 		$11K Buy
+75
New +$9.84K 0.01% 287

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VPM
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VCM
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State Street
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Renaissance Technologies
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Geode Capital Management
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return