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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
Q2 		$501K Sell
924
-3
-0.3% -$1.69K 0.18% 148
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 – 287
2024
Q4 		$225K Buy
+639
New +$235K 0.17% 190

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Optimize Financial's UTHR Position: Q2 2026 in Review

Optimize Financial reduced its United Therapeutics (UTHR) stake by 0.32% in Q2 2026, selling an estimated $1.69K and leaving 924 shares worth $501K. The position accounts for 0.18% of the portfolio, ranked #148.

Optimize Financial first reported a position in UTHR in Q4 2024 and has held it in 5 quarters since. The position peaked at $550K in Q1 2026. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Optimize Financial held 924 shares of United Therapeutics worth $501K as of Q2 2026.
  • Optimize Financial sold 3 United Therapeutics shares in Q2 2026, an estimated $1.69K.
  • United Therapeutics made up 0.18% of Optimize Financial's portfolio in Q2 2026, its #148 holding.
  • Optimize Financial first reported a position in United Therapeutics in Q4 2024 and has held it in 5 quarters since.
  • Optimize Financial's United Therapeutics position peaked at $550K in Q1 2026.
  • 880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.