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James Investment Research’s United Therapeutics UTHR Stock Holding History

James Investment Research’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 		$1.75M Sell
3,224
-29
-0.9% -$16.3K 0.18% 123
2026
Q1 		$1.93M Sell
3,253
-138
-4% -$68.7K 0.22% 107
2025
Q4 		$1.65M Buy
3,391
+1,015
+43% +$473K 0.18% 111
2025
Q3 		$996K Sell
2,376
-101
-4% -$34K 0.11% 163
2025
Q2 		$712K Sell
2,477
-184
-7% -$55K 0.08% 180
2025
Q1 		$820K Sell
2,661
-4
-0.2% -$1.37K 0.1% 167
2024
Q4 		$940K Sell
2,665
-144
-5% -$52.9K 0.11% 155
2024
Q3 		$1.01M Buy
2,809
+5
+0.2% +$1.69K 0.12% 161
2024
Q2 		$893K Sell
2,804
-19
-0.7% -$5.03K 0.11% 161
2024
Q1 		$649K Sell
2,823
-49
-2% -$11.1K 0.08% 185
2023
Q4 		$632K Sell
2,872
-11
-0.4% -$2.54K 0.08% 183
2023
Q3 		$651K Buy
+2,883
New +$664K 0.09% 167
2023
Q2 		– Sell
-468
Closed -$105K – 524
2023
Q1 		$105K Buy
468
+250
+115% +$61.6K 0.01% 301
2022
Q4 		$61K Sell
218
-51
-19% -$12.9K 0.01% 340
2022
Q3 		$56K Buy
269
+180
+202% +$40.2K 0.01% 351
2022
Q2 		$21K Buy
+89
New +$18.1K ﹤0.01% 424
2022
Q1 		– Sell
-188
Closed -$41K – 549
2021
Q4 		$41K Buy
+188
New +$36.9K ﹤0.01% 391
2019
Q2 		– Sell
-1,989
Closed -$233K – 797
2019
Q1 		$233K Sell
1,989
-30
-1% -$3.5K 0.02% 512
2018
Q4 		$220K Sell
2,019
-16,611
-89% -$1.93M 0.01% 528
2018
Q3 		$2.38M Sell
18,630
-2,797
-13% -$346K 0.1% 212
2018
Q2 		$2.42M Buy
+21,427
New +$2.36M 0.09% 234
2014
Q2 		– Sell
-4,200
Closed -$395K – 530
2014
Q1 		$395K Sell
4,200
-52,430
-93% -$5.36M 0.01% 288
2013
Q4 		$6.4M Buy
56,630
+14,670
+35% +$1.32M 0.2% 118
2013
Q3 		$3.31M Buy
41,960
+17,393
+71% +$1.27M 0.13% 146
2013
Q2 		$1.62M Buy
+24,567
New +$1.58M 0.07% 170

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

James Investment Research's UTHR Position: Q2 2026 in Review

James Investment Research reduced its United Therapeutics (UTHR) stake by 0.89% in Q2 2026, selling an estimated $16.3K and leaving 3,224 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #123.

James Investment Research first reported a position in UTHR in Q2 2013 and has held it in 25 quarters since. The position peaked at $6.4M in Q4 2013. 875 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • James Investment Research held 3,224 shares of United Therapeutics worth $1.75M as of Q2 2026.
  • James Investment Research sold 29 United Therapeutics shares in Q2 2026, an estimated $16.3K.
  • United Therapeutics made up 0.18% of James Investment Research's portfolio in Q2 2026, its #123 holding.
  • James Investment Research first reported a position in United Therapeutics in Q2 2013 and has held it in 25 quarters since.
  • James Investment Research's United Therapeutics position peaked at $6.4M in Q4 2013.
  • 875 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.