Nicholas Investment Partners’s United Therapeutics UTHR Stock Holding History

Nicholas Investment Partners’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	$4.21M	Buy	7,096 +2,543	+56%	+$1.27M	0.3%	112
2025 Q4	$2.22M	Buy	4,553 +3,766	+479%	+$1.75M	0.16%	150
2025 Q3	$330K	Buy	+787	New	+$265K	0.03%	205
2023 Q2	–	Sell	-119,506	Closed	-$26.8M	–	211
2023 Q1	$26.8M	Buy	+119,506	New	+$29.5M	2.03%	13
2022 Q4	–	Sell	-68,190	Closed	-$14.3M	–	199
2022 Q3	$14.3M	Buy	+68,190	New	+$15.2M	1.32%	21

Other funds holding UTHR

BlackRock New York $5.72T 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nicholas Investment Partners's UTHR Position: Q1 2026 in Review

Nicholas Investment Partners increased its United Therapeutics (UTHR) stake by 56% in Q1 2026, buying an estimated $1.27M and bringing the position to 7,096 shares worth $4.21M. The position accounts for 0.3% of the portfolio, ranked #112.

Nicholas Investment Partners first reported a position in UTHR in Q3 2022 and has held it in 5 quarters since. The position peaked at $26.8M in Q1 2023. 851 funds tracked by Wall St. Rank hold UTHR as of Q1 2026.

Nicholas Investment Partners held 7,096 shares of United Therapeutics worth $4.21M as of Q1 2026.
Nicholas Investment Partners bought 2,543 United Therapeutics shares in Q1 2026, an estimated $1.27M.
United Therapeutics made up 0.3% of Nicholas Investment Partners's portfolio in Q1 2026, its #112 holding.
Nicholas Investment Partners first reported a position in United Therapeutics in Q3 2022 and has held it in 5 quarters since.
Nicholas Investment Partners's United Therapeutics position peaked at $26.8M in Q1 2023.
851 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2026.

Based on Nicholas Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.