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Caerus Investment Advisors’s United Therapeutics UTHR Stock Holding History

Caerus Investment Advisors’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 		$243K Sell
449
-21
-4% -$11.8K 0.08% 256
2026
Q1 		$279K Sell
470
-994
-68% -$495K 0.12% 186
2025
Q4 		$713K Buy
+1,464
New +$682K 0.23% 93

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

Caerus Investment Advisors's UTHR Position: Q2 2026 in Review

Caerus Investment Advisors reduced its United Therapeutics (UTHR) stake by 4.5% in Q2 2026, selling an estimated $11.8K and leaving 449 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #256.

Caerus Investment Advisors first reported a position in UTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $713K in Q4 2025. 882 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Caerus Investment Advisors held 449 shares of United Therapeutics worth $243K as of Q2 2026.
  • Caerus Investment Advisors sold 21 United Therapeutics shares in Q2 2026, an estimated $11.8K.
  • United Therapeutics made up 0.08% of Caerus Investment Advisors's portfolio in Q2 2026, its #256 holding.
  • Caerus Investment Advisors first reported a position in United Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's United Therapeutics position peaked at $713K in Q4 2025.
  • 882 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.