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Krensavage Asset Management’s United Therapeutics UTHR Stock Holding History

Krensavage Asset Management’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
Q1 		$50M Sell
84,282
-7,000
-8% -$3.49M 19.55% 1
2025
Q4 		$44.5M Sell
91,282
-6,364
-7% -$2.96M 15.71% 1
2025
Q3 		$40.9M Sell
97,646
-3,500
-3% -$1.18M 17.44% 1
2025
Q2 		$29.1M Buy
101,146
+2,918
+3% +$872K 15.38% 1
2025
Q1 		$30.3M Buy
98,228
+6,171
+7% +$2.11M 16.74% 2
2024
Q4 		$32.5M Sell
92,057
-8,275
-8% -$3.04M 19.22% 1
2024
Q3 		$36M Sell
100,332
-17,876
-15% -$6.04M 20.15% 1
2024
Q2 		$37.7M Sell
118,208
-38,506
-25% -$10.2M 17.29% 2
2024
Q1 		$36M Sell
156,714
-44,158
-22% -$9.96M 15.96% 2
2023
Q4 		$44.2M Sell
200,872
-350
-0.2% -$80.7K 15.67% 2
2023
Q3 		$45.5M Sell
201,222
-1,493
-0.7% -$344K 16.73% 1
2023
Q2 		$44.7M Buy
202,715
+605
+0.3% +$134K 14.18% 2
2023
Q1 		$45.3M Buy
202,110
+10,062
+5% +$2.48M 13.75% 3
2022
Q4 		$53.4M Sell
192,048
-8,359
-4% -$2.11M 16.5% 1
2022
Q3 		$42M Sell
200,407
-821
-0.4% -$184K 13.36% 2
2022
Q2 		$47.4M Sell
201,228
-384
-0.2% -$78.1K 15.68% 1
2022
Q1 		$36.2M Sell
201,612
-3,200
-2% -$610K 12.47% 5
2021
Q4 		$44.3M Sell
204,812
-2,475
-1% -$486K 15.35% 1
2021
Q3 		$38.3M Sell
207,287
-12,403
-6% -$2.44M 12% 4
2021
Q2 		$39.4M Sell
219,690
-29,731
-12% -$5.66M 13.38% 4
2021
Q1 		$41.7M Sell
249,421
-73,116
-23% -$12.2M 14.44% 2
2020
Q4 		$49M Sell
322,537
-103,678
-24% -$13.6M 14.3% 2
2020
Q3 		$43M Sell
426,215
-46,333
-10% -$5.08M 13.71% 3
2020
Q2 		$57.2M Sell
472,548
-67,098
-12% -$7.55M 15.56% 1
2020
Q1 		$51.2M Buy
539,646
+78,702
+17% +$7.48M 16.46% 1
2019
Q4 		$40.6M Sell
460,944
-79,150
-15% -$6.96M 13.85% 1
2019
Q3 		$43.1M Sell
540,094
-10,205
-2% -$822K 16.54% 1
2019
Q2 		$43M Buy
550,299
+45,000
+9% +$4.21M 13.94% 2
2019
Q1 		$59.3M Buy
505,299
+13,606
+3% +$1.59M 16.03% 1
2018
Q4 		$53.5M Buy
491,693
+5,590
+1% +$648K 18.08% 1
2018
Q3 		$62.2M Sell
486,103
-65,916
-12% -$8.15M 15.97% 1
2018
Q2 		$62.5M Sell
552,019
-101,768
-16% -$11.2M 15.95% 1
2018
Q1 		$73.5M Buy
653,787
+359,358
+122% +$45.7M 17.82% 1
2017
Q4 		$43.6M Sell
294,429
-52,082
-15% -$6.62M 13.58% 2
2017
Q3 		$40.6M Buy
346,511
+73,515
+27% +$9.39M 12.66% 3
2017
Q2 		$35.4M Buy
272,996
+38,253
+16% +$4.77M 10.75% 4
2017
Q1 		$31.8M Sell
234,743
-36,166
-13% -$5.48M 10.25% 4
2016
Q4 		$38.9M Sell
270,909
-4,855
-2% -$620K 13.93% 1
2016
Q3 		$32.6M Buy
275,764
+516
+0.2% +$62K 11.77% 1
2016
Q2 		$29.2M Buy
275,248
+51,803
+23% +$5.78M 10.5% 1
2016
Q1 		$24.9M Buy
223,445
+8,989
+4% +$1.14M 8.93% 4
2015
Q4 		$33.6M Buy
214,456
+14,883
+7% +$2.17M 10.72% 1
2015
Q3 		$26.2M Buy
199,573
+50,715
+34% +$8.13M 9.48% 2
2015
Q2 		$25.9M Buy
148,858
+18,057
+14% +$3.25M 9.77% 2
2015
Q1 		$22.6M Buy
130,801
+6,000
+5% +$915K 10.27% 1
2014
Q4 		$16.2M Buy
+124,801
New +$16.1M 9% 1

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Krensavage Asset Management's UTHR Position: Q1 2026 in Review

Krensavage Asset Management reduced its United Therapeutics (UTHR) stake by 7.7% in Q1 2026, selling an estimated $3.49M and leaving 84,282 shares worth $50M. The position accounts for 19.55% of the portfolio, ranked #1.

Krensavage Asset Management first reported a position in UTHR in Q4 2014 and has held it in 46 quarters since. The position peaked at $73.5M in Q1 2018. 851 funds tracked by Wall St. Rank hold UTHR as of Q1 2026.

  • Krensavage Asset Management held 84,282 shares of United Therapeutics worth $50M as of Q1 2026.
  • Krensavage Asset Management sold 7,000 United Therapeutics shares in Q1 2026, an estimated $3.49M.
  • United Therapeutics made up 19.55% of Krensavage Asset Management's portfolio in Q1 2026, its #1 holding.
  • Krensavage Asset Management first reported a position in United Therapeutics in Q4 2014 and has held it in 46 quarters since.
  • Krensavage Asset Management's United Therapeutics position peaked at $73.5M in Q1 2018.
  • 851 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2026.

Based on Krensavage Asset Management's 13F filing for Q1 2026, filed 15 May 2026.