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Compass Ion Advisors’s United Therapeutics UTHR Stock Holding History

Compass Ion 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 		$1.3M Sell
2,398
-10
-0.4% -$5.63K 0.11% 98
2026
Q1 		$1.43M Sell
2,408
-47
-2% -$23.4K 0.14% 83
2025
Q4 		$1.2M Sell
2,455
-25
-1% -$11.6K 0.11% 96
2025
Q3 		$1.04M Sell
2,480
-28
-1% -$9.42K 0.1% 110
2025
Q2 		$721K Sell
2,508
-103
-4% -$30.8K 0.08% 134
2025
Q1 		$805K Sell
2,611
-76
-3% -$26K 0.09% 120
2024
Q4 		$948K Hold
2,687
– – 0.11% 105
2024
Q3 		$963K Sell
2,687
-205
-7% -$69.2K 0.12% 103
2024
Q2 		$664K Hold
2,892
– – 0.09% 121
2024
Q1 		$664K Buy
2,892
+101
+4% +$22.8K 0.1% 122
2023
Q4 		$614K Sell
2,791
-24
-0.9% -$5.53K 0.1% 126
2023
Q3 		$636K Buy
+2,815
New +$648K 0.11% 122

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

Compass Ion Advisors's UTHR Position: Q2 2026 in Review

Compass Ion Advisors reduced its United Therapeutics (UTHR) stake by 0.42% in Q2 2026, selling an estimated $5.63K and leaving 2,398 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #98.

Compass Ion Advisors first reported a position in UTHR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.43M in Q1 2026. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Compass Ion Advisors held 2,398 shares of United Therapeutics worth $1.3M as of Q2 2026.
  • Compass Ion Advisors sold 10 United Therapeutics shares in Q2 2026, an estimated $5.63K.
  • United Therapeutics made up 0.11% of Compass Ion Advisors's portfolio in Q2 2026, its #98 holding.
  • Compass Ion Advisors first reported a position in United Therapeutics in Q3 2023 and has held it in 12 quarters since.
  • Compass Ion Advisors's United Therapeutics position peaked at $1.43M in Q1 2026.
  • 880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.