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Concurrent Investment Advisors’s United Therapeutics UTHR Stock Holding History

Concurrent Investment 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 		$1M Buy
1,852
+19
+1% +$10.7K 0.01% 1008
2026
Q1 		$1.09M Sell
1,833
-442
-19% -$220K 0.01% 843
2025
Q4 		$1.11M Buy
2,275
+1,318
+138% +$614K 0.01% 777
2025
Q3 		$401K Buy
957
+83
+9% +$27.9K 0.01% 1021
2025
Q2 		$251K Buy
874
+137
+19% +$40.9K ﹤0.01% 1156
2025
Q1 		$227K Buy
+737
New +$253K 0.01% 1064

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

Concurrent Investment Advisors's UTHR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its United Therapeutics (UTHR) stake by 1% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,852 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1008.

Concurrent Investment Advisors first reported a position in UTHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q4 2025. 878 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Concurrent Investment Advisors held 1,852 shares of United Therapeutics worth $1M as of Q2 2026.
  • Concurrent Investment Advisors bought 19 United Therapeutics shares in Q2 2026, an estimated $10.7K.
  • United Therapeutics made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1008 holding.
  • Concurrent Investment Advisors first reported a position in United Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's United Therapeutics position peaked at $1.11M in Q4 2025.
  • 878 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.