NewEdge Advisors’s United Therapeutics UTHR Stock Holding History

NewEdge Advisors’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	$1.28M	Buy	2,163 +428	+25%	+$213K	﹤0.01%	1358
2025 Q4	$845K	Buy	1,735 +650	+60%	+$303K	﹤0.01%	1593
2025 Q3	$455K	Sell	1,085 -172	-14%	-$57.8K	﹤0.01%	1883
2025 Q2	$361K	Buy	1,257 +403	+47%	+$120K	﹤0.01%	1902
2025 Q1	$263K	Sell	854 -2,173	-72%	-$745K	﹤0.01%	1969
2024 Q4	$1.07M	Buy	3,027 +1,679	+125%	+$617K	0.01%	1122
2024 Q3	$483K	Buy	1,348 +480	+55%	+$162K	﹤0.01%	1503
2024 Q2	$277K	Buy	868 +847	+4,033%	+$224K	﹤0.01%	1763
2024 Q1	$4.82K	Buy	21 +6	+40%	+$1.35K	﹤0.01%	3150
2023 Q4	$3.3K	Hold	15	–	–	﹤0.01%	3233
2023 Q3	$3.39K	Sell	15 -7	-32%	-$1.61K	﹤0.01%	2915
2023 Q2	$4.86K	Sell	22 -942	-98%	-$209K	﹤0.01%	2831
2023 Q1	$216K	Sell	964 -1,261	-57%	-$311K	﹤0.01%	1512
2022 Q4	$615K	Sell	2,225 -171	-7%	-$43.2K	0.02%	697
2022 Q3	$502K	Buy	+2,396	New	+$536K	0.01%	962
2022 Q1	–	Sell	-1,257	Closed	-$272K	–	1629
2021 Q4	$272K	Buy	+1,257	New	+$247K	﹤0.01%	1370

Other funds holding UTHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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