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Milestone Asset Management’s United Therapeutics UTHR Stock Holding History

Milestone 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
2025
Q2 		– Sell
-684
Closed -$211K – 246
2025
Q1 		$211K Sell
684
-2,190
-76% -$751K 0.04% 205
2024
Q4 		$1.01M Buy
2,874
+1,037
+56% +$381K 0.22% 102
2024
Q3 		$658K Buy
+1,837
New +$621K 0.15% 121

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Milestone Asset Management's UTHR Position: Q2 2025 in Review

Milestone Asset Management sold out of United Therapeutics (UTHR) in Q2 2025, closing a stake of 684 shares — an estimated $211K sold.

Milestone Asset Management first reported a position in UTHR in Q3 2024 and held it in 3 quarters. The position peaked at $1.01M in Q4 2024. 670 funds tracked by Wall St. Rank hold UTHR as of Q2 2025.

  • Milestone Asset Management reported no remaining United Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 684 United Therapeutics shares in Q2 2025, an estimated $211K.
  • Milestone Asset Management first reported a position in United Therapeutics in Q3 2024 and held it in 3 quarters.
  • Milestone Asset Management's United Therapeutics position peaked at $1.01M in Q4 2024.
  • 670 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.