CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s United Therapeutics UTHR Stock Holding History

CAPTRUST Financial 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 		$5.34M Sell
9,855
-1,398
-12% -$787K 0.01% 789
2026
Q1 		$6.67M Sell
11,253
-1,056
-9% -$526K 0.01% 657
2025
Q4 		$6M Buy
12,309
+2,872
+30% +$1.34M 0.01% 618
2025
Q3 		$3.96M Buy
9,437
+1,744
+23% +$587K 0.01% 724
2025
Q2 		$2.21M Buy
7,693
+964
+14% +$288K ﹤0.01% 932
2025
Q1 		$2.07M Buy
6,729
+3,278
+95% +$1.12M 0.01% 893
2024
Q4 		$1.22M Sell
3,451
-1
-0% -$368 ﹤0.01% 1132
2024
Q3 		$1.24M Buy
3,452
+124
+4% +$41.9K ﹤0.01% 1068
2024
Q2 		$1.06M Sell
3,328
-44
-1% -$11.6K ﹤0.01% 1105
2024
Q1 		$775K Sell
3,372
-3,090
-48% -$697K ﹤0.01% 1263
2023
Q4 		$1.42M Buy
6,462
+568
+10% +$131K ﹤0.01% 1072
2023
Q3 		$1.33M Sell
5,894
-3,330
-36% -$767K 0.01% 1043
2023
Q2 		$2.04M Sell
9,224
-4,967
-35% -$1.1M 0.01% 818
2023
Q1 		$3.18M Sell
14,191
-151,652
-91% -$37.4M 0.01% 594
2022
Q4 		$46.1M Sell
165,843
-1,547
-0.9% -$391K 0.23% 97
2022
Q3 		$35M Buy
167,390
+27,467
+20% +$6.14M 0.2% 106
2022
Q2 		$33M Buy
139,923
+118,733
+560% +$24.1M 0.21% 107
2022
Q1 		$3.8M Sell
21,190
-153
-0.7% -$29.1K 0.02% 432
2021
Q4 		$4.61M Buy
21,343
+6,292
+42% +$1.24M 0.03% 380
2021
Q3 		$2.78M Buy
15,051
+11,925
+381% +$2.35M 0.02% 444
2021
Q2 		$561K Buy
3,126
+39
+1% +$7.43K 0.01% 942
2021
Q1 		$516K Buy
3,087
+878
+40% +$146K 0.01% 943
2020
Q4 		$335K Buy
2,209
+445
+25% +$58.4K ﹤0.01% 972
2020
Q3 		$182K Sell
1,764
-860
-33% -$94.4K ﹤0.01% 1068
2020
Q2 		$318K Hold
2,624
– – 0.01% 853
2020
Q1 		$246K Hold
2,624
– – 0.01% 784
2019
Q4 		$230K Buy
+2,624
New +$231K ﹤0.01% 939
2019
Q1 		– Sell
-257
Closed -$28K – 1890
2018
Q4 		$28K Buy
257
+204
+385% +$23.7K ﹤0.01% 922
2018
Q3 		$7K Buy
+53
New +$6.56K ﹤0.01% 1306

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

CAPTRUST Financial Advisors's UTHR Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its United Therapeutics (UTHR) stake by 12% in Q2 2026, selling an estimated $787K and leaving 9,855 shares worth $5.34M. The position accounts for 0.01% of the portfolio, ranked #789.

CAPTRUST Financial Advisors first reported a position in UTHR in Q3 2018 and has held it in 29 quarters since. The position peaked at $46.1M in Q4 2022. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • CAPTRUST Financial Advisors held 9,855 shares of United Therapeutics worth $5.34M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 1,398 United Therapeutics shares in Q2 2026, an estimated $787K.
  • United Therapeutics made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #789 holding.
  • CAPTRUST Financial Advisors first reported a position in United Therapeutics in Q3 2018 and has held it in 29 quarters since.
  • CAPTRUST Financial Advisors's United Therapeutics position peaked at $46.1M in Q4 2022.
  • 880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.