Covestor’s United Therapeutics UTHR Stock Holding History

Covestor’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 Q1	$33K	Sell	55 -81	-60%	-$40.3K	0.02%	925
2025 Q4	$67K	Sell	136 -233	-63%	-$109K	0.04%	788
2025 Q3	$155K	Sell	369 -30	-8%	-$10.1K	0.09%	323
2025 Q2	$115K	Sell	399 -191	-32%	-$57.1K	0.07%	469
2025 Q1	$182K	Sell	590 -16	-3%	-$5.48K	0.12%	187
2024 Q4	$214K	Buy	606 +317	+110%	+$117K	0.13%	153
2024 Q3	$103K	Sell	289 -176	-38%	-$59.5K	0.06%	497
2024 Q2	$148K	Sell	465 -44	-9%	-$11.6K	0.1%	283
2024 Q1	$117K	Buy	509 +231	+83%	+$52.1K	0.07%	435
2023 Q4	$61K	Sell	278 -534	-66%	-$123K	0.04%	760
2023 Q3	$183K	Sell	812 -362	-31%	-$83.4K	0.14%	140
2023 Q2	$259K	Buy	1,174 +267	+29%	+$59.1K	0.2%	60
2023 Q1	$203K	Buy	907 +15	+2%	+$3.7K	0.18%	104
2022 Q4	$248K	Sell	892 -17	-2%	-$4.29K	0.2%	67
2022 Q3	$190K	Sell	909 -8	-0.9%	-$1.79K	0.17%	92
2022 Q2	$216K	Buy	917 +40	+5%	+$8.13K	0.18%	98
2022 Q1	$157K	Buy	877 +572	+188%	+$109K	0.11%	254
2021 Q4	$66K	Buy	+305	New	+$59.9K	0.09%	374

Other funds holding UTHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return