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EP Wealth Advisors’s United Therapeutics UTHR Stock Holding History

EP Wealth 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 		$566K Buy
1,044
+10
+1% +$5.63K ﹤0.01% 974
2026
Q1 		$613K Sell
1,034
-178
-15% -$88.6K ﹤0.01% 818
2025
Q4 		$591K Buy
+1,212
New +$564K ﹤0.01% 807
2025
Q2 		$660K Buy
2,298
+114
+5% +$34.1K ﹤0.01% 675
2025
Q1 		$673K Buy
2,184
+499
+30% +$171K 0.01% 609
2024
Q4 		$595K Buy
1,685
+77
+5% +$28.3K ﹤0.01% 642
2024
Q3 		$576K Buy
+1,608
New +$543K 0.01% 643

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

EP Wealth Advisors's UTHR Position: Q2 2026 in Review

EP Wealth Advisors increased its United Therapeutics (UTHR) stake by 0.97% in Q2 2026, buying an estimated $5.63K and bringing the position to 1,044 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

EP Wealth Advisors first reported a position in UTHR in Q3 2024 and has held it in 7 quarters since. The position peaked at $673K in Q1 2025. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • EP Wealth Advisors held 1,044 shares of United Therapeutics worth $566K as of Q2 2026.
  • EP Wealth Advisors bought 10 United Therapeutics shares in Q2 2026, an estimated $5.63K.
  • United Therapeutics made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #974 holding.
  • EP Wealth Advisors first reported a position in United Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's United Therapeutics position peaked at $673K in Q1 2025.
  • 880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

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