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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
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 $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Turn Management's UTHR Position: Q1 2026 in Review

First Turn Management increased its United Therapeutics (UTHR) stake by 65% in Q1 2026, buying an estimated $20.5M and bringing the position to 104,726 shares worth $62.1M. The position accounts for 6.94% of the portfolio, ranked #1.

First Turn Management first reported a position in UTHR in Q3 2025 and has held it in 3 quarters since. 850 funds tracked by Wall St. Rank hold UTHR as of Q1 2026.

  • First Turn Management held 104,726 shares of United Therapeutics worth $62.1M as of Q1 2026.
  • First Turn Management bought 41,146 United Therapeutics shares in Q1 2026, an estimated $20.5M.
  • United Therapeutics made up 6.94% of First Turn Management's portfolio in Q1 2026, its #1 holding.
  • First Turn Management first reported a position in United Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 850 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2026.

Based on First Turn Management's 13F filing for Q1 2026, filed 15 May 2026.