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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
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 $5.7T 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