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Optimize Financial’s United Therapeutics UTHR Stock Holding History

Optimize Financial’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 		$550K Sell
927
-143
-13% -$71.2K 0.27% 82
2025
Q4 		$521K Buy
1,070
+12
+1% +$5.59K 0.26% 111
2025
Q3 		$444K Buy
+1,058
New +$356K 0.23% 162
2025
Q1 		– Sell
-639
Closed -$225K – 286
2024
Q4 		$225K Buy
+639
New +$235K 0.17% 190

Other funds holding UTHR

BlackRock
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
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
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

Optimize Financial's UTHR Position: Q1 2026 in Review

Optimize Financial reduced its United Therapeutics (UTHR) stake by 13% in Q1 2026, selling an estimated $71.2K and leaving 927 shares worth $550K. The position accounts for 0.27% of the portfolio, ranked #82.

Optimize Financial first reported a position in UTHR in Q4 2024 and has held it in 4 quarters since. 850 funds tracked by Wall St. Rank hold UTHR as of Q1 2026.

  • Optimize Financial held 927 shares of United Therapeutics worth $550K as of Q1 2026.
  • Optimize Financial sold 143 United Therapeutics shares in Q1 2026, an estimated $71.2K.
  • United Therapeutics made up 0.27% of Optimize Financial's portfolio in Q1 2026, its #82 holding.
  • Optimize Financial first reported a position in United Therapeutics in Q4 2024 and has held it in 4 quarters since.
  • 850 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.