EFS
UTHR icon

Essex Financial Services’s United Therapeutics UTHR Stock Holding History

Essex Financial Services’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 		$219K Buy
404
+4
+1% +$2.25K 0.01% 765
2026
Q1 		$237K Sell
400
-72
-15% -$35.9K 0.01% 694
2025
Q4 		$230K Buy
+472
New +$220K 0.01% 702

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 $3.38T AUM 44.17% 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

Essex Financial Services's UTHR Position: Q2 2026 in Review

Essex Financial Services increased its United Therapeutics (UTHR) stake by 1% in Q2 2026, buying an estimated $2.25K and bringing the position to 404 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #765.

Essex Financial Services first reported a position in UTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $237K in Q1 2026. 884 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Essex Financial Services held 404 shares of United Therapeutics worth $219K as of Q2 2026.
  • Essex Financial Services bought 4 United Therapeutics shares in Q2 2026, an estimated $2.25K.
  • United Therapeutics made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #765 holding.
  • Essex Financial Services first reported a position in United Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Essex Financial Services's United Therapeutics position peaked at $237K in Q1 2026.
  • 884 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.