Beese Fulmer Investment 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
2026
Q2
$286K Sell
527
-67
-11% -$37.7K 0.02% 314
2026
Q1
$352K Sell
594
-30
-5% -$14.9K 0.02% 271
2025
Q4
$304K Buy
+624
New +$291K 0.02% 284

Other funds holding UTHR

Beese Fulmer Investment Management's UTHR Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its United Therapeutics (UTHR) stake by 11% in Q2 2026, selling an estimated $37.7K and leaving 527 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #314.

Beese Fulmer Investment Management first reported a position in UTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $352K in Q1 2026. 881 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Beese Fulmer Investment Management held 527 shares of United Therapeutics worth $286K as of Q2 2026.
  • Beese Fulmer Investment Management sold 67 United Therapeutics shares in Q2 2026, an estimated $37.7K.
  • United Therapeutics made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #314 holding.
  • Beese Fulmer Investment Management first reported a position in United Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Beese Fulmer Investment Management's United Therapeutics position peaked at $352K in Q1 2026.
  • 881 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.