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LRI Investments’s United Therapeutics UTHR Stock Holding History

LRI Investments’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 		$81.8K Buy
151
+4
+3% +$2.25K 0.01% 477
2026
Q1 		$87.2K Buy
147
+10
+7% +$4.98K 0.01% 432
2025
Q4 		$66.8K Buy
+137
New +$63.8K 0.01% 494

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

LRI Investments's UTHR Position: Q2 2026 in Review

LRI Investments increased its United Therapeutics (UTHR) stake by 2.7% in Q2 2026, buying an estimated $2.25K and bringing the position to 151 shares worth $81.8K. The position accounts for 0.01% of the portfolio, ranked #477.

LRI Investments first reported a position in UTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $87.2K in Q1 2026. 883 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • LRI Investments held 151 shares of United Therapeutics worth $81.8K as of Q2 2026.
  • LRI Investments bought 4 United Therapeutics shares in Q2 2026, an estimated $2.25K.
  • United Therapeutics made up 0.01% of LRI Investments's portfolio in Q2 2026, its #477 holding.
  • LRI Investments first reported a position in United Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's United Therapeutics position peaked at $87.2K in Q1 2026.
  • 883 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.