EWA
UTHR icon

EverSource Wealth Advisors’s United Therapeutics UTHR Stock Holding History

EverSource 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 		$428K Sell
789
-305
-28% -$172K 0.01% 622
2026
Q1 		$649K Sell
1,094
-194
-15% -$96.6K 0.02% 503
2025
Q4 		$628K Buy
1,288
+595
+86% +$277K 0.02% 464
2025
Q3 		$291K Sell
693
-47
-6% -$15.8K 0.01% 743
2025
Q2 		$213K Buy
740
+541
+272% +$162K 0.01% 828
2025
Q1 		$61.3K Buy
199
+80
+67% +$27.4K ﹤0.01% 1139
2024
Q4 		$42K Buy
119
+27
+29% +$9.92K ﹤0.01% 1266
2024
Q3 		$33K Sell
92
-35
-28% -$11.8K ﹤0.01% 1247
2024
Q2 		$39.8K Buy
127
+23
+22% +$6.09K ﹤0.01% 1192
2024
Q1 		$24.4K Buy
104
+10
+11% +$2.26K ﹤0.01% 1271
2023
Q4 		$20.7K Buy
94
+48
+104% +$11.1K ﹤0.01% 1217
2023
Q3 		$10.4K Buy
46
+14
+44% +$3.23K ﹤0.01% 1408
2023
Q2 		$7.07K Sell
32
-15
-32% -$3.32K ﹤0.01% 1590
2023
Q1 		$10.5K Buy
47
+43
+1,075% +$10.6K ﹤0.01% 1330
2022
Q4 		$1.11K Hold
4
– – ﹤0.01% 2057
2022
Q3 		$1K Buy
+4
New +$894 ﹤0.01% 1915

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

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

EverSource Wealth Advisors reduced its United Therapeutics (UTHR) stake by 28% in Q2 2026, selling an estimated $172K and leaving 789 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #622.

EverSource Wealth Advisors first reported a position in UTHR in Q3 2022 and has held it in 16 quarters since. The position peaked at $649K in Q1 2026. 875 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • EverSource Wealth Advisors held 789 shares of United Therapeutics worth $428K as of Q2 2026.
  • EverSource Wealth Advisors sold 305 United Therapeutics shares in Q2 2026, an estimated $172K.
  • United Therapeutics made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #622 holding.
  • EverSource Wealth Advisors first reported a position in United Therapeutics in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's United Therapeutics position peaked at $649K in Q1 2026.
  • 875 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.