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Bartlett & Co Wealth Management’s United Therapeutics UTHR Stock Holding History

Bartlett & Co 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
Q2 		– Sell
-16
Closed -$4.93K – 1336
2025
Q1 		$4.93K Hold
16
– – ﹤0.01% 990
2024
Q4 		$5.64K Hold
16
– – ﹤0.01% 958
2024
Q3 		$5.73K Hold
16
– – ﹤0.01% 965
2024
Q2 		$5.1K Hold
16
– – ﹤0.01% 984
2024
Q1 		$3.68K Hold
16
– – ﹤0.01% 995
2023
Q4 		$3.51K Hold
16
– – ﹤0.01% 1113
2023
Q3 		$3.61K Hold
16
– – ﹤0.01% 1028
2023
Q2 		$3.53K Hold
16
– – ﹤0.01% 1023
2023
Q1 		$3.58K Hold
16
– – ﹤0.01% 941
2022
Q4 		$4.45K Hold
16
– – ﹤0.01% 937
2022
Q3 		$3.35K Hold
16
– – ﹤0.01% 988
2022
Q2 		$3.77K Hold
16
– – ﹤0.01% 1077
2022
Q1 		$2.87K Buy
+16
New +$3.05K ﹤0.01% 977
2021
Q4 		– Sell
-16
Closed -$2.95K – 865
2021
Q3 		$2.95K Hold
16
– – ﹤0.01% 830
2021
Q2 		$2.87K Hold
16
– – ﹤0.01% 815
2021
Q1 		$2.68K Hold
16
– – ﹤0.01% 852
2020
Q4 		$2.43K Buy
+16
New +$2.1K ﹤0.01% 891

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $11.1B AUM 207.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bartlett & Co Wealth Management's UTHR Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of United Therapeutics (UTHR) in Q2 2025, closing a stake of 16 shares — an estimated $4.93K sold.

Bartlett & Co Wealth Management first reported a position in UTHR in Q4 2020 and held it in 17 quarters. The position peaked at $5.73K in Q3 2024. 671 funds tracked by Wall St. Rank hold UTHR as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining United Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 16 United Therapeutics shares in Q2 2025, an estimated $4.93K.
  • Bartlett & Co Wealth Management first reported a position in United Therapeutics in Q4 2020 and held it in 17 quarters.
  • Bartlett & Co Wealth Management's United Therapeutics position peaked at $5.73K in Q3 2024.
  • 671 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.