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Integrated Wealth Concepts’s United Therapeutics UTHR Stock Holding History

Integrated Wealth Concepts’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 		$1.11M Sell
2,055
-72
-3% -$40.5K 0.01% 1154
2026
Q1 		$1.26M Sell
2,127
-7,815
-79% -$3.89M 0.01% 994
2025
Q4 		$4.84M Sell
9,942
-1,991
-17% -$927K 0.06% 296
2025
Q3 		$5M Buy
11,933
+9,117
+324% +$3.07M 0.04% 382
2025
Q2 		$809K Buy
2,816
+816
+41% +$244K 0.01% 1034
2025
Q1 		$617K Sell
2,000
-7,962
-80% -$2.73M 0.01% 1051
2024
Q4 		$3.52M Buy
9,962
+1,230
+14% +$452K 0.04% 378
2024
Q3 		$3.13M Sell
8,732
-927
-10% -$313K 0.04% 413
2024
Q2 		$3.08M Sell
9,659
-7
-0.1% -$1.85K 0.04% 383
2024
Q1 		$2.22M Buy
9,666
+3,215
+50% +$725K 0.03% 487
2023
Q4 		$1.42M Buy
6,451
+510
+9% +$118K 0.02% 597
2023
Q3 		$1.34M Buy
+5,941
New +$1.37M 0.02% 573

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

Integrated Wealth Concepts's UTHR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its United Therapeutics (UTHR) stake by 3.4% in Q2 2026, selling an estimated $40.5K and leaving 2,055 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1154.

Integrated Wealth Concepts first reported a position in UTHR in Q3 2023 and has held it in 12 quarters since. The position peaked at $5M in Q3 2025. 883 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Integrated Wealth Concepts held 2,055 shares of United Therapeutics worth $1.11M as of Q2 2026.
  • Integrated Wealth Concepts sold 72 United Therapeutics shares in Q2 2026, an estimated $40.5K.
  • United Therapeutics made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1154 holding.
  • Integrated Wealth Concepts first reported a position in United Therapeutics in Q3 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's United Therapeutics position peaked at $5M in Q3 2025.
  • 883 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.