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Avantax Advisory Services’s United Therapeutics UTHR Stock Holding History

Avantax 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
2025
Q2 		$522K Sell
1,815
-118
-6% -$35.3K ﹤0.01% 1558
2025
Q1 		$596K Buy
1,933
+1,341
+227% +$460K ﹤0.01% 1394
2024
Q4 		$209K Buy
+592
New +$218K ﹤0.01% 2034
2020
Q3 		– Sell
-5,678
Closed -$686K – 1395
2020
Q2 		$686K Buy
+5,678
New +$639K 0.02% 416

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Avantax Advisory Services's UTHR Position: Q2 2025 in Review

Avantax Advisory Services reduced its United Therapeutics (UTHR) stake by 6.1% in Q2 2025, selling an estimated $35.3K and leaving 1,815 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Avantax Advisory Services first reported a position in UTHR in Q2 2020 and has held it in 4 quarters since. The position peaked at $686K in Q2 2020. 670 funds tracked by Wall St. Rank hold UTHR as of Q2 2025.

  • Avantax Advisory Services held 1,815 shares of United Therapeutics worth $522K as of Q2 2025.
  • Avantax Advisory Services sold 118 United Therapeutics shares in Q2 2025, an estimated $35.3K.
  • United Therapeutics made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1558 holding.
  • Avantax Advisory Services first reported a position in United Therapeutics in Q2 2020 and has held it in 4 quarters since.
  • Avantax Advisory Services's United Therapeutics position peaked at $686K in Q2 2020.
  • 670 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.