Cape Investment Advisory’s United Therapeutics UTHR Stock Holding History

Cape Investment Advisory’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	$35.8K	Buy	+66	New	+$37.2K	0.01%	578
2026 Q1	–	Sell	-64	Closed	-$31.2K	–	1158
2025 Q4	$31.2K	Buy	+64	New	+$29.8K	0.01%	517
2025 Q3	–	Sell	-4	Closed	-$1.15K	–	1184
2025 Q2	$1.15K	Hold	4	–	–	﹤0.01%	1018
2025 Q1	$1.23K	Hold	4	–	–	﹤0.01%	943
2024 Q4	$1.41K	Hold	4	–	–	﹤0.01%	922
2024 Q3	$1.43K	Hold	4	–	–	﹤0.01%	855
2024 Q2	$1.27K	Hold	4	–	–	﹤0.01%	824
2024 Q1	$919	Hold	4	–	–	﹤0.01%	851
2023 Q4	$880	Hold	4	–	–	﹤0.01%	1027
2023 Q3	$903	Hold	4	–	–	﹤0.01%	843
2023 Q2	$883	Hold	4	–	–	﹤0.01%	833
2023 Q1	$896	Buy	+4	New	+$986	﹤0.01%	883

Other funds holding UTHR

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Jupiter Topco New York $245B AUM

Norges Bank Oslo, Norway $1T AUM

Cape Investment Advisory's UTHR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in United Therapeutics (UTHR) in Q2 2026: 66 shares worth $35.8K. The stake represents 0.01% of the portfolio and ranks #578 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in UTHR as recently as Q4 2025.

Cape Investment Advisory first reported a position in UTHR in Q1 2023 and has held it in 12 quarters since. 875 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

Cape Investment Advisory held 66 shares of United Therapeutics worth $35.8K as of Q2 2026.
United Therapeutics was a new Cape Investment Advisory position in Q2 2026.
United Therapeutics made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #578 holding.
Cape Investment Advisory first reported a position in United Therapeutics in Q1 2023 and has held it in 12 quarters since.
875 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.