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First Turn Management’s United Therapeutics UTHR Stock Holding History

First Turn 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 		$46M Sell
84,932
-19,794
-19% -$11.1M 4.92% 7
2026
Q1 		$62.1M Buy
104,726
+41,146
+65% +$20.5M 6.94% 1
2025
Q4 		$31M Sell
63,580
-21,738
-25% -$10.1M 3.54% 12
2025
Q3 		$35.8M Buy
+85,318
New +$28.7M 5.37% 3

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

First Turn Management's UTHR Position: Q2 2026 in Review

First Turn Management reduced its United Therapeutics (UTHR) stake by 19% in Q2 2026, selling an estimated $11.1M and leaving 84,932 shares worth $46M. The position accounts for 4.92% of the portfolio, ranked #7.

First Turn Management first reported a position in UTHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $62.1M in Q1 2026. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • First Turn Management held 84,932 shares of United Therapeutics worth $46M as of Q2 2026.
  • First Turn Management sold 19,794 United Therapeutics shares in Q2 2026, an estimated $11.1M.
  • United Therapeutics made up 4.92% of First Turn Management's portfolio in Q2 2026, its #7 holding.
  • First Turn Management first reported a position in United Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • First Turn Management's United Therapeutics position peaked at $62.1M in Q1 2026.
  • 880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on First Turn Management's 13F filing for Q2 2026, filed 14 Aug 2026.