Evermay Wealth Management’s United Therapeutics UTHR Stock Holding History

Evermay Wealth Management’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	$202K	Hold	373	–	–	0.02%	203
2026 Q1	$221K	Hold	373	–	–	0.02%	183
2025 Q4	$182K	Hold	373	–	–	0.02%	205
2025 Q3	$156K	Hold	373	–	–	0.02%	218
2025 Q2	$107K	Hold	373	–	–	0.01%	261
2025 Q1	$115K	Hold	373	–	–	0.02%	244
2024 Q4	$132K	Hold	373	–	–	0.02%	231
2024 Q3	$134K	Hold	373	–	–	0.02%	237
2024 Q2	$119K	Hold	373	–	–	0.02%	250
2024 Q1	$85.7K	Hold	373	–	–	0.01%	296
2023 Q4	$82K	Hold	373	–	–	0.02%	275
2023 Q3	$84.3K	Hold	373	–	–	0.02%	252
2023 Q2	$82.3K	Hold	373	–	–	0.02%	256
2023 Q1	$83.5K	Hold	373	–	–	0.02%	252
2022 Q4	$104K	Hold	373	–	–	0.02%	226
2022 Q3	$78K	Hold	373	–	–	0.02%	240
2022 Q2	$88K	Hold	373	–	–	0.02%	228
2022 Q1	$67K	Hold	373	–	–	0.01%	277
2021 Q4	$81K	Hold	373	–	–	0.01%	239
2021 Q3	$69K	Hold	373	–	–	0.01%	240
2021 Q2	$67K	Buy	+373	New	+$71K	0.01%	255

Other funds holding UTHR

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Norges Bank Oslo, Norway $1T AUM

Evermay Wealth Management's UTHR Position: Q2 2026 in Review

Evermay Wealth Management held its United Therapeutics (UTHR) position steady in Q2 2026 at 373 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #203.

Evermay Wealth Management first reported a position in UTHR in Q2 2021 and has held it in 21 quarters since. The position peaked at $221K in Q1 2026. 882 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

Evermay Wealth Management held 373 shares of United Therapeutics worth $202K as of Q2 2026.
Evermay Wealth Management left its United Therapeutics share count unchanged in Q2 2026.
United Therapeutics made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #203 holding.
Evermay Wealth Management first reported a position in United Therapeutics in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's United Therapeutics position peaked at $221K in Q1 2026.
882 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.