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JFS Wealth Advisors’s United Therapeutics UTHR Stock Holding History

JFS 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
2026
Q2 		$29.3K Buy
54
+1
+2% +$563 ﹤0.01% 663
2026
Q1 		$31.4K Hold
53
– – ﹤0.01% 622
2025
Q4 		$25.8K Buy
53
+15
+39% +$6.99K ﹤0.01% 683
2025
Q3 		$15.9K Sell
38
-2
-5% -$673 ﹤0.01% 744
2025
Q2 		$11.5K Buy
40
+6
+18% +$1.79K ﹤0.01% 823
2025
Q1 		$10.5K Sell
34
-4
-11% -$1.37K ﹤0.01% 871
2024
Q4 		$13.4K Hold
38
– – ﹤0.01% 769
2024
Q3 		$13.6K Buy
38
+5
+15% +$1.69K ﹤0.01% 749
2024
Q2 		$10.5K Hold
33
– – ﹤0.01% 783
2024
Q1 		$7.58K Sell
33
-14
-30% -$3.16K ﹤0.01% 913
2023
Q4 		$10.3K Buy
47
+6
+15% +$1.38K ﹤0.01% 756
2023
Q3 		$9.26K Hold
41
– – ﹤0.01% 759
2023
Q2 		$9.05K Sell
41
-4
-9% -$886 ﹤0.01% 758
2023
Q1 		$10.1K Buy
45
+4
+10% +$986 ﹤0.01% 720
2022
Q4 		$11.4K Buy
41
+4
+11% +$1.01K ﹤0.01% 662
2022
Q3 		$8K Sell
37
-23
-38% -$5.14K ﹤0.01% 829
2022
Q2 		$14K Buy
60
+34
+131% +$6.91K ﹤0.01% 678
2022
Q1 		$5K Buy
26
+11
+73% +$2.1K ﹤0.01% 1079
2021
Q4 		$3K Buy
+15
New +$2.94K ﹤0.01% 999

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

JFS Wealth Advisors's UTHR Position: Q2 2026 in Review

JFS Wealth Advisors increased its United Therapeutics (UTHR) stake by 1.9% in Q2 2026, buying an estimated $563 and bringing the position to 54 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

JFS Wealth Advisors first reported a position in UTHR in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.4K in Q1 2026. 875 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • JFS Wealth Advisors held 54 shares of United Therapeutics worth $29.3K as of Q2 2026.
  • JFS Wealth Advisors bought 1 United Therapeutics share in Q2 2026, an estimated $563.
  • United Therapeutics made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #663 holding.
  • JFS Wealth Advisors first reported a position in United Therapeutics in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's United Therapeutics position peaked at $31.4K in Q1 2026.
  • 875 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.