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Bogart Wealth LLC’s United Therapeutics UTHR Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$1.63K Hold
3
– – ﹤0.01% 1514
2026
Q1 		$1.78K Buy
3
+1
+50% +$498 ﹤0.01% 1300
2025
Q4 		$975 Sell
2
-2
-50% -$931 ﹤0.01% 1332
2025
Q3 		$1.68K Buy
+4
New +$1.34K ﹤0.01% 1192
2023
Q1 		– Sell
-37
Closed -$10.3K – 1210
2022
Q4 		$10.3K Buy
+37
New +$9.34K ﹤0.01% 539

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's UTHR Position: Q2 2026 in Review

Bogart Wealth LLC held its United Therapeutics (UTHR) position steady in Q2 2026 at 3 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Bogart Wealth LLC first reported a position in UTHR in Q4 2022 and has held it in 5 quarters since. The position peaked at $10.3K in Q4 2022. 875 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Bogart Wealth LLC held 3 shares of United Therapeutics worth $1.63K as of Q2 2026.
  • Bogart Wealth LLC left its United Therapeutics share count unchanged in Q2 2026.
  • United Therapeutics made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1514 holding.
  • Bogart Wealth LLC first reported a position in United Therapeutics in Q4 2022 and has held it in 5 quarters since.
  • Bogart Wealth LLC's United Therapeutics position peaked at $10.3K in Q4 2022.
  • 875 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.