Jones Financial Companies
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Jones Financial Companies’s United Therapeutics UTHR Stock Holding History

Jones Financial Companies’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 		$2.59M Buy
4,777
+1,817
+61% +$1.02M ﹤0.01% 1465
2026
Q1 		$1.55M Buy
2,960
+2,207
+293% +$1.1M ﹤0.01% 1534
2025
Q4 		$367K Buy
753
+142
+23% +$66.1K ﹤0.01% 1638
2025
Q3 		$264K Buy
611
+82
+16% +$27.6K ﹤0.01% 1674
2025
Q2 		$150K Sell
529
-49
-8% -$14.6K ﹤0.01% 1771
2025
Q1 		$177K Buy
578
+282
+95% +$96.6K ﹤0.01% 1537
2024
Q4 		$104K Buy
296
+258
+679% +$94.8K ﹤0.01% 1610
2024
Q3 		$13.6K Buy
38
+25
+192% +$8.45K ﹤0.01% 2094
2024
Q2 		$4.14K Buy
+13
New +$3.44K ﹤0.01% 1983
2013
Q4 		– Sell
-27
Closed -$2K – 532
2013
Q3 		$2K Sell
27
-811
-97% -$59.3K ﹤0.01% 658
2013
Q2 		$55K Buy
+838
New +$54K ﹤0.01% 313

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 $3.38T AUM 44.17% 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

Jones Financial Companies's UTHR Position: Q2 2026 in Review

Jones Financial Companies increased its United Therapeutics (UTHR) stake by 61% in Q2 2026, buying an estimated $1.02M and bringing the position to 4,777 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Jones Financial Companies first reported a position in UTHR in Q2 2013 and has held it in 11 quarters since. 884 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Jones Financial Companies held 4,777 shares of United Therapeutics worth $2.59M as of Q2 2026.
  • Jones Financial Companies bought 1,817 United Therapeutics shares in Q2 2026, an estimated $1.02M.
  • United Therapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1465 holding.
  • Jones Financial Companies first reported a position in United Therapeutics in Q2 2013 and has held it in 11 quarters since.
  • 884 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.