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Allegiance Financial Group Advisory Services’s United Therapeutics UTHR Stock Holding History

Allegiance Financial Group Advisory Services’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
-408
Closed -$242K – 238
2026
Q1 		$242K Sell
408
-146
-26% -$72.7K 0.05% 164
2025
Q4 		$270K Buy
+554
New +$258K 0.06% 139

Other funds holding UTHR

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allegiance Financial Group Advisory Services's UTHR Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services sold out of United Therapeutics (UTHR) in Q2 2026, closing a stake of 408 shares — an estimated $242K sold.

Allegiance Financial Group Advisory Services first reported a position in UTHR in Q4 2025 and held it in 2 quarters. The position peaked at $270K in Q4 2025. 884 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Allegiance Financial Group Advisory Services reported no remaining United Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 408 United Therapeutics shares in Q2 2026, an estimated $242K.
  • Allegiance Financial Group Advisory Services first reported a position in United Therapeutics in Q4 2025 and held it in 2 quarters.
  • Allegiance Financial Group Advisory Services's United Therapeutics position peaked at $270K in Q4 2025.
  • 884 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.