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Asset Advisory Group’s United Therapeutics UTHR Stock Holding History

Asset Advisory Group’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 		$341K Hold
630
– – 0.15% 96
2026
Q1 		$374K Buy
630
+104
+20% +$51.8K 0.19% 81
2025
Q4 		$256K Buy
+526
New +$245K 0.13% 105

Other funds holding UTHR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Asset Advisory Group's UTHR Position: Q2 2026 in Review

Asset Advisory Group held its United Therapeutics (UTHR) position steady in Q2 2026 at 630 shares worth $341K. The position accounts for 0.15% of the portfolio, ranked #96.

Asset Advisory Group first reported a position in UTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $374K in Q1 2026. 107 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Asset Advisory Group held 630 shares of United Therapeutics worth $341K as of Q2 2026.
  • Asset Advisory Group left its United Therapeutics share count unchanged in Q2 2026.
  • United Therapeutics made up 0.15% of Asset Advisory Group's portfolio in Q2 2026, its #96 holding.
  • Asset Advisory Group first reported a position in United Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Asset Advisory Group's United Therapeutics position peaked at $374K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.