IWA
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Icon Wealth Advisors’s United Therapeutics UTHR Stock Holding History

Icon 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
2025
Q2 		– Sell
-835
Closed -$257K – 536
2025
Q1 		$257K Buy
+835
New +$286K 0.02% 307

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Icon Wealth Advisors's UTHR Position: Q2 2025 in Review

Icon Wealth Advisors sold out of United Therapeutics (UTHR) in Q2 2025, closing a stake of 835 shares — an estimated $257K sold.

Icon Wealth Advisors first reported a position in UTHR in Q1 2025 and held it in 1 quarter. The position peaked at $257K in Q1 2025. 670 funds tracked by Wall St. Rank hold UTHR as of Q2 2025.

  • Icon Wealth Advisors reported no remaining United Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 835 United Therapeutics shares in Q2 2025, an estimated $257K.
  • Icon Wealth Advisors first reported a position in United Therapeutics in Q1 2025 and held it in 1 quarter.
  • Icon Wealth Advisors's United Therapeutics position peaked at $257K in Q1 2025.
  • 670 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2025.

Based on Icon Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.