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Independent Financial Group’s United Therapeutics UTHR Stock Holding History

Independent Financial Group’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
-713
Closed -$220K – 1357
2025
Q1 		$220K Buy
+713
New +$244K 0.01% 1076

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

Independent Financial Group's UTHR Position: Q2 2025 in Review

Independent Financial Group sold out of United Therapeutics (UTHR) in Q2 2025, closing a stake of 713 shares — an estimated $220K sold.

Independent Financial Group first reported a position in UTHR in Q1 2025 and held it in 1 quarter. The position peaked at $220K in Q1 2025. 670 funds tracked by Wall St. Rank hold UTHR as of Q2 2025.

  • Independent Financial Group reported no remaining United Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 713 United Therapeutics shares in Q2 2025, an estimated $220K.
  • Independent Financial Group first reported a position in United Therapeutics in Q1 2025 and held it in 1 quarter.
  • Independent Financial Group's United Therapeutics position peaked at $220K in Q1 2025.
  • 670 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.