Avidity Partners Management’s United Therapeutics UTHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,800	Closed	-$5.18M	–	82
2025 Q1	$5.18M	Buy	+16,800	New	+$5.76M	1.07%	37
2024 Q3	–	Sell	-110,000	Closed	-$35M	–	102
2024 Q2	$35M	Sell	110,000 -107,000	-49%	-$28.3M	1.49%	26
2024 Q1	$49.8M	Sell	217,000 -20,202	-9%	-$4.56M	1.77%	21
2023 Q4	$52.2M	Buy	+237,202	New	+$54.7M	1.99%	19
2023 Q1	–	Sell	-785,500	Closed	-$218M	–	93
2022 Q4	$218M	Sell	785,500 -184,700	-19%	-$46.6M	5.11%	3
2022 Q3	$203M	Buy	970,200 +244,600	+34%	+$54.7M	4.42%	3
2022 Q2	$171M	Buy	725,600 +6,654	+0.9%	+$1.35M	3.93%	8
2022 Q1	$129M	Buy	718,946 +183,946	+34%	+$35M	2.86%	13
2021 Q4	$116M	Buy	535,000 +184,000	+52%	+$36.1M	2.45%	12
2021 Q3	$64.8M	Buy	351,000 +114,600	+48%	+$22.6M	1.65%	25
2021 Q2	$42.4M	Buy	+236,400	New	+$45M	1.15%	32