NewSquare Capital’s United Therapeutics UTHR Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-9	Closed	-$2.59K	–	1182
2025 Q2	$2.59K	Buy	9 +6	+200%	+$1.79K	﹤0.01%	925
2025 Q1	$925	Buy	3 +2	+200%	+$685	﹤0.01%	940
2024 Q4	$353	Buy	+1	New	+$368	﹤0.01%	782
2017 Q4	–	Sell	-28	Closed	-$3K	–	365
2017 Q3	$3K	Hold	28	–	–	﹤0.01%	303
2017 Q2	$4K	Hold	28	–	–	﹤0.01%	265
2017 Q1	$4K	Hold	28	–	–	﹤0.01%	269
2016 Q4	$4K	Buy	+28	New	+$3.58K	﹤0.01%	276

Other funds holding UTHR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return

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

NewSquare Capital's UTHR Position: Q3 2025 in Review

NewSquare Capital sold out of United Therapeutics (UTHR) in Q3 2025, closing a stake of 9 shares — an estimated $2.59K sold.

NewSquare Capital first reported a position in UTHR in Q4 2016 and held it in 7 quarters. The position peaked at $4K in Q2 2017. 708 funds tracked by Wall St. Rank hold UTHR as of Q3 2025.

NewSquare Capital reported no remaining United Therapeutics position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 9 United Therapeutics shares in Q3 2025, an estimated $2.59K.
NewSquare Capital first reported a position in United Therapeutics in Q4 2016 and held it in 7 quarters.
NewSquare Capital's United Therapeutics position peaked at $4K in Q2 2017.
708 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.