BerganKDV Wealth Management’s United Therapeutics UTHR Stock Holding History

BerganKDV 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
2023 Q2	$13.2K	Hold	60	–	–	﹤0.01%	529
2023 Q1	$13.4K	Hold	60	–	–	﹤0.01%	561
2022 Q4	$16.7K	Hold	60	–	–	﹤0.01%	513
2022 Q3	$13K	Hold	60	–	–	﹤0.01%	547
2022 Q2	$14K	Hold	60	–	–	﹤0.01%	540
2022 Q1	$11K	Hold	60	–	–	﹤0.01%	602
2021 Q4	$13K	Hold	60	–	–	﹤0.01%	626
2021 Q3	$11K	Hold	60	–	–	﹤0.01%	628
2021 Q2	$11K	Hold	60	–	–	﹤0.01%	597
2021 Q1	$10K	Hold	60	–	–	﹤0.01%	586
2020 Q4	$9K	Hold	60	–	–	﹤0.01%	587
2020 Q3	$6K	Hold	60	–	–	﹤0.01%	569
2020 Q2	$7K	Hold	60	–	–	﹤0.01%	595
2020 Q1	$6K	Hold	60	–	–	﹤0.01%	568
2019 Q4	$5K	Hold	60	–	–	﹤0.01%	632
2019 Q3	$5K	Hold	60	–	–	﹤0.01%	570
2019 Q2	$5K	Sell	60 -40	-40%	-$3.74K	﹤0.01%	591
2019 Q1	$12K	Hold	100	–	–	﹤0.01%	513
2018 Q4	$11K	Hold	100	–	–	﹤0.01%	470
2018 Q3	$13K	Hold	100	–	–	﹤0.01%	458
2018 Q2	$11K	Buy	+100	New	+$11K	﹤0.01%	494

Other funds holding UTHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

BerganKDV Wealth Management's UTHR Position: Q2 2023 in Review

BerganKDV Wealth Management held its United Therapeutics (UTHR) position steady in Q2 2023 at 60 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

BerganKDV Wealth Management first reported a position in UTHR in Q2 2018 and has held it in 21 quarters since. The position peaked at $16.7K in Q4 2022. 473 funds tracked by Wall St. Rank hold UTHR as of Q2 2023.

BerganKDV Wealth Management held 60 shares of United Therapeutics worth $13.2K as of Q2 2023.
BerganKDV Wealth Management left its United Therapeutics share count unchanged in Q2 2023.
United Therapeutics made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #529 holding.
BerganKDV Wealth Management first reported a position in United Therapeutics in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's United Therapeutics position peaked at $16.7K in Q4 2022.
473 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.