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Kingswood Wealth Advisors’s United Therapeutics UTHR Stock Holding History

Kingswood 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 		$313K Buy
578
+4
+0.7% +$2.25K 0.01% 759
2026
Q1 		$340K Buy
574
+10
+2% +$4.98K 0.02% 672
2025
Q4 		$275K Sell
564
-37
-6% -$17.2K 0.01% 709
2025
Q3 		$252K Sell
601
-138
-19% -$46.4K 0.02% 689
2025
Q2 		$212K Sell
739
-2
-0.3% -$598 0.02% 684
2025
Q1 		$228K Buy
741
+102
+16% +$35K 0.02% 637
2024
Q4 		$225K Buy
+639
New +$235K 0.02% 701

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

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

Kingswood Wealth Advisors increased its United Therapeutics (UTHR) stake by 0.7% in Q2 2026, buying an estimated $2.25K and bringing the position to 578 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #759.

Kingswood Wealth Advisors first reported a position in UTHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $340K in Q1 2026. 878 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Kingswood Wealth Advisors held 578 shares of United Therapeutics worth $313K as of Q2 2026.
  • Kingswood Wealth Advisors bought 4 United Therapeutics shares in Q2 2026, an estimated $2.25K.
  • United Therapeutics made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #759 holding.
  • Kingswood Wealth Advisors first reported a position in United Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • Kingswood Wealth Advisors's United Therapeutics position peaked at $340K in Q1 2026.
  • 878 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.