Nitorum Capital’s United Therapeutics UTHR Stock Holding History

Nitorum 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
2026 Q1	$6.8M	Sell	11,464 -25,558	-69%	-$12.7M	5.97%	6
2025 Q4	$18M	Sell	37,022 -6,411	-15%	-$2.99M	3.99%	11
2025 Q3	$18.2M	Sell	43,433 -24,097	-36%	-$8.1M	3.2%	15
2025 Q2	$19.4M	Sell	67,530 -10,517	-13%	-$3.14M	2.88%	16
2025 Q1	$24.1M	Sell	78,047 -17,373	-18%	-$5.95M	3.38%	12
2024 Q4	$33.7M	Sell	95,420 -17,908	-16%	-$6.58M	3.87%	9
2024 Q3	$40.6M	Sell	113,328 -27,494	-20%	-$9.29M	4.09%	8
2024 Q2	$44.9M	Sell	140,822 -4,111	-3%	-$1.09M	4.89%	6
2024 Q1	$33.3M	Buy	144,933 +23,100	+19%	+$5.21M	3.39%	11
2023 Q4	$26.8M	Buy	121,833 +10,133	+9%	+$2.34M	2.87%	18
2023 Q3	$25.2M	Buy	+111,700	New	+$25.7M	2.76%	18

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

Nitorum Capital's UTHR Position: Q1 2026 in Review

Nitorum Capital reduced its United Therapeutics (UTHR) stake by 69% in Q1 2026, selling an estimated $12.7M and leaving 11,464 shares worth $6.8M. The position accounts for 5.97% of the portfolio, ranked #6.

Nitorum Capital first reported a position in UTHR in Q3 2023 and has held it in 11 quarters since. The position peaked at $44.9M in Q2 2024. 851 funds tracked by Wall St. Rank hold UTHR as of Q1 2026.

Nitorum Capital held 11,464 shares of United Therapeutics worth $6.8M as of Q1 2026.
Nitorum Capital sold 25,558 United Therapeutics shares in Q1 2026, an estimated $12.7M.
United Therapeutics made up 5.97% of Nitorum Capital's portfolio in Q1 2026, its #6 holding.
Nitorum Capital first reported a position in United Therapeutics in Q3 2023 and has held it in 11 quarters since.
Nitorum Capital's United Therapeutics position peaked at $44.9M in Q2 2024.
851 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2026.

Based on Nitorum Capital's 13F filing for Q1 2026, filed 15 May 2026.