Advisor OS’s United Therapeutics UTHR Stock Holding History

Advisor OS’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 Q2	–	Sell	-761	Closed	-$451K	–	625
2026 Q1	$451K	Buy	761 +111	+17%	+$55.3K	0.03%	322
2025 Q4	$317K	Sell	650 -173	-21%	-$80.6K	0.03%	370
2025 Q3	$345K	Buy	823 +117	+17%	+$39.3K	0.03%	345
2025 Q2	$203K	Buy	+706	New	+$211K	0.02%	430

Other funds holding UTHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Norges Bank Oslo, Norway $1T AUM

Advisor OS's UTHR Position: Q2 2026 in Review

Advisor OS sold out of United Therapeutics (UTHR) in Q2 2026, closing a stake of 761 shares — an estimated $451K sold.

Advisor OS first reported a position in UTHR in Q2 2025 and held it in 4 quarters. The position peaked at $451K in Q1 2026. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

Advisor OS reported no remaining United Therapeutics position as of Q2 2026 after selling out during the quarter.
Advisor OS sold 761 United Therapeutics shares in Q2 2026, an estimated $451K.
Advisor OS first reported a position in United Therapeutics in Q2 2025 and held it in 4 quarters.
Advisor OS's United Therapeutics position peaked at $451K in Q1 2026.
880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.