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Carolinas Wealth Consulting’s United Therapeutics UTHR Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-12
Closed -$3.7K – 895
2025
Q1 		$3.7K Hold
12
– – ﹤0.01% 659
2024
Q4 		$4.24K Hold
12
– – ﹤0.01% 669
2024
Q3 		$4.3K Hold
12
– – ﹤0.01% 687
2024
Q2 		$3.82K Sell
12
-6
-33% -$1.59K ﹤0.01% 692
2024
Q1 		$4.13K Hold
18
– – ﹤0.01% 671
2023
Q4 		$3.96K Hold
18
– – ﹤0.01% 654
2023
Q3 		$4.01K Sell
18
-25
-58% -$5.76K ﹤0.01% 642
2023
Q2 		$9.49K Sell
43
-17
-28% -$3.77K ﹤0.01% 597
2023
Q1 		$13.4K Hold
60
– – ﹤0.01% 558
2022
Q4 		$16.7K Sell
60
-13
-18% -$3.28K ﹤0.01% 531
2022
Q3 		$15K Hold
73
– – ﹤0.01% 502
2022
Q2 		$17K Hold
73
– – ﹤0.01% 484
2022
Q1 		$13K Hold
73
– – ﹤0.01% 568
2021
Q4 		$16K Sell
73
-8
-10% -$1.57K ﹤0.01% 543
2021
Q3 		$15K Hold
81
– – ﹤0.01% 528
2021
Q2 		$15K Sell
81
-226
-74% -$43K ﹤0.01% 555
2021
Q1 		$51K Sell
307
-11
-3% -$1.83K 0.01% 356
2020
Q4 		$48K Buy
318
+225
+242% +$29.5K 0.01% 350
2020
Q3 		$9K Buy
+93
New +$10.2K ﹤0.01% 503

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Carolinas Wealth Consulting's UTHR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of United Therapeutics (UTHR) in Q2 2025, closing a stake of 12 shares — an estimated $3.7K sold.

Carolinas Wealth Consulting first reported a position in UTHR in Q3 2020 and held it in 19 quarters. The position peaked at $51K in Q1 2021. 670 funds tracked by Wall St. Rank hold UTHR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining United Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 12 United Therapeutics shares in Q2 2025, an estimated $3.7K.
  • Carolinas Wealth Consulting first reported a position in United Therapeutics in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's United Therapeutics position peaked at $51K in Q1 2021.
  • 670 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.