N.E.W. Advisory Services’s United Therapeutics UTHR Stock Holding History

N.E.W. Advisory Services’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	$2.17K	Hold	4	–	–	﹤0.01%	840
2026 Q1	$2.37K	Hold	4	–	–	﹤0.01%	809
2025 Q4	$1.95K	Hold	4	–	–	﹤0.01%	800
2025 Q3	$1.68K	Hold	4	–	–	﹤0.01%	754
2025 Q2	$1.15K	Sell	4 -4	-50%	-$1.2K	﹤0.01%	785
2025 Q1	$2.47K	Buy	+8	New	+$2.74K	﹤0.01%	771

Other funds holding UTHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

N.E.W. Advisory Services's UTHR Position: Q2 2026 in Review

N.E.W. Advisory Services held its United Therapeutics (UTHR) position steady in Q2 2026 at 4 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

N.E.W. Advisory Services first reported a position in UTHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.47K in Q1 2025. 488 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

N.E.W. Advisory Services held 4 shares of United Therapeutics worth $2.17K as of Q2 2026.
N.E.W. Advisory Services left its United Therapeutics share count unchanged in Q2 2026.
United Therapeutics made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #840 holding.
N.E.W. Advisory Services first reported a position in United Therapeutics in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's United Therapeutics position peaked at $2.47K in Q1 2025.
488 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.