MWC
UTHR icon

MBM Wealth Consultants’s United Therapeutics UTHR Stock Holding History

MBM Wealth Consultants’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 		$1.26M Buy
2,327
+215
+10% +$121K 0.24% 57
2026
Q1 		$1.25M Buy
2,112
+77
+4% +$38.3K 0.29% 51
2025
Q4 		$992K Sell
2,035
-52
-2% -$24.2K 0.24% 54
2025
Q3 		$875K Sell
2,087
-245
-11% -$82.4K 0.22% 56
2025
Q2 		$670K Buy
2,332
+162
+7% +$48.4K 0.18% 64
2025
Q1 		$669K Buy
2,170
+19
+0.9% +$6.51K 0.2% 57
2024
Q4 		$775K Buy
2,151
+41
+2% +$15.1K 0.23% 55
2024
Q3 		$756K Buy
2,110
+128
+6% +$43.2K 0.24% 54
2024
Q2 		$639K Sell
1,982
-259
-12% -$68.5K 0.22% 55
2024
Q1 		$515K Buy
2,241
+59
+3% +$13.3K 0.18% 59
2023
Q4 		$473K Buy
+2,182
New +$503K 0.18% 59

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

MBM Wealth Consultants's UTHR Position: Q2 2026 in Review

MBM Wealth Consultants increased its United Therapeutics (UTHR) stake by 10% in Q2 2026, buying an estimated $121K and bringing the position to 2,327 shares worth $1.26M. The position accounts for 0.24% of the portfolio, ranked #57.

MBM Wealth Consultants first reported a position in UTHR in Q4 2023 and has held it in 11 quarters since. 878 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • MBM Wealth Consultants held 2,327 shares of United Therapeutics worth $1.26M as of Q2 2026.
  • MBM Wealth Consultants bought 215 United Therapeutics shares in Q2 2026, an estimated $121K.
  • United Therapeutics made up 0.24% of MBM Wealth Consultants's portfolio in Q2 2026, its #57 holding.
  • MBM Wealth Consultants first reported a position in United Therapeutics in Q4 2023 and has held it in 11 quarters since.
  • 878 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.