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Axxcess Wealth Management’s United Therapeutics UTHR Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-1,362
Closed -$481K – 937
2024
Q4 		$481K Buy
1,362
+149
+12% +$54.8K 0.01% 555
2024
Q3 		$435K Buy
+1,213
New +$410K 0.01% 581

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Axxcess Wealth Management's UTHR Position: Q1 2025 in Review

Axxcess Wealth Management sold out of United Therapeutics (UTHR) in Q1 2025, closing a stake of 1,362 shares — an estimated $481K sold.

Axxcess Wealth Management first reported a position in UTHR in Q3 2024 and held it in 2 quarters. The position peaked at $481K in Q4 2024. 671 funds tracked by Wall St. Rank hold UTHR as of Q1 2025.

  • Axxcess Wealth Management reported no remaining United Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,362 United Therapeutics shares in Q1 2025, an estimated $481K.
  • Axxcess Wealth Management first reported a position in United Therapeutics in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's United Therapeutics position peaked at $481K in Q4 2024.
  • 671 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.