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Capital & Planning LLC’s United Therapeutics UTHR Stock Holding History

Capital & Planning 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
2025
Q1 		– Sell
-15
Closed -$5.29K – 171
2024
Q4 		$5.29K Buy
+15
New +$5.51K ﹤0.01% 121

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital & Planning LLC's UTHR Position: Q1 2025 in Review

Capital & Planning LLC sold out of United Therapeutics (UTHR) in Q1 2025, closing a stake of 15 shares — an estimated $5.29K sold.

Capital & Planning LLC first reported a position in UTHR in Q4 2024 and held it in 1 quarter. The position peaked at $5.29K in Q4 2024. 671 funds tracked by Wall St. Rank hold UTHR as of Q1 2025.

  • Capital & Planning LLC reported no remaining United Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 15 United Therapeutics shares in Q1 2025, an estimated $5.29K.
  • Capital & Planning LLC first reported a position in United Therapeutics in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's United Therapeutics position peaked at $5.29K in Q4 2024.
  • 671 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.