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O'Shaughnessy Asset Management’s United Therapeutics UTHR Stock Holding History

O'Shaughnessy Asset Management’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 		$2.84M Buy
5,233
+1,322
+34% +$745K 0.01% 756
2026
Q1 		$2.32M Sell
3,911
-140
-3% -$69.7K 0.01% 806
2025
Q4 		$1.97M Buy
4,051
+818
+25% +$381K 0.01% 849
2025
Q3 		$1.36M Buy
3,233
+83
+3% +$27.9K 0.01% 993
2025
Q2 		$905K Sell
3,150
-596
-16% -$178K 0.01% 1101
2025
Q1 		$1.15M Sell
3,746
-184
-5% -$63.1K 0.01% 924
2024
Q4 		$1.39M Buy
3,930
+228
+6% +$83.8K 0.01% 804
2024
Q3 		$1.32M Buy
3,702
+1,056
+40% +$357K 0.01% 804
2024
Q2 		$843K Buy
2,646
+428
+19% +$113K 0.01% 914
2024
Q1 		$510K Sell
2,218
-233
-10% -$52.6K 0.01% 1094
2023
Q4 		$539K Buy
2,451
+151
+7% +$34.8K 0.01% 976
2023
Q3 		$520K Buy
2,300
+107
+5% +$24.6K 0.01% 926
2023
Q2 		$484K Sell
2,193
-54
-2% -$12K 0.01% 897
2023
Q1 		$503K Sell
2,247
-502
-18% -$124K 0.01% 865
2022
Q4 		$764K Sell
2,749
-66
-2% -$16.7K 0.01% 668
2022
Q3 		$589K Sell
2,815
-36
-1% -$8.05K 0.01% 680
2022
Q2 		$672K Sell
2,851
-124
-4% -$25.2K 0.01% 615
2022
Q1 		$534K Sell
2,975
-2,169
-42% -$413K 0.01% 704
2021
Q4 		$1.11M Sell
5,144
-162
-3% -$31.8K 0.02% 479
2021
Q3 		$979K Buy
5,306
+713
+16% +$140K 0.02% 479
2021
Q2 		$824K Buy
4,593
+398
+9% +$75.8K 0.02% 521
2021
Q1 		$702K Buy
4,195
+1,072
+34% +$179K 0.02% 501
2020
Q4 		$474K Sell
3,123
-3,776
-55% -$496K 0.01% 527
2020
Q3 		$698K Buy
6,899
+5,435
+371% +$596K 0.02% 381
2020
Q2 		$177K Buy
+1,464
New +$165K 0.01% 677
2020
Q1 		– Sell
-582
Closed -$51K – 1822
2019
Q4 		$51K Buy
+582
New +$51.2K ﹤0.01% 959
2018
Q4 		– Sell
-7
Closed -$1K – 1018
2018
Q3 		$1K Sell
7
-2
-22% -$247 ﹤0.01% 883
2018
Q2 		$1K Hold
9
– – ﹤0.01% 871
2018
Q1 		$1K Sell
9
-601
-99% -$76.3K ﹤0.01% 891
2017
Q4 		$90K Sell
610
-20,174
-97% -$2.56M ﹤0.01% 666
2017
Q3 		$2.44M Sell
20,784
-527
-2% -$67.3K 0.06% 174
2017
Q2 		$2.77M Buy
21,311
+4,065
+24% +$507K 0.07% 172
2017
Q1 		$2.33M Buy
17,246
+393
+2% +$59.5K 0.06% 185
2016
Q4 		$2.42M Buy
16,853
+5,940
+54% +$758K 0.06% 188
2016
Q3 		$1.29M Buy
+10,913
New +$1.31M 0.03% 248
2015
Q1 		– Sell
-3,909
Closed -$504K – 1137
2014
Q4 		$504K Sell
3,909
-5,465
-58% -$704K 0.01% 408
2014
Q3 		$1.2M Sell
9,374
-1,229
-12% -$127K 0.02% 311
2014
Q2 		$938K Sell
10,603
-289
-3% -$27.8K 0.02% 336
2014
Q1 		$1.02M Buy
10,892
+8,500
+355% +$869K 0.02% 315
2013
Q4 		$270K Buy
2,392
+2,381
+21,645% +$215K 0.01% 503
2013
Q3 		$1K Sell
11
-3,273
-100% -$239K ﹤0.01% 922
2013
Q2 		$217K Buy
+3,284
New +$212K 0.01% 507

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 $3.38T AUM 44.17% 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

O'Shaughnessy Asset Management's UTHR Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its United Therapeutics (UTHR) stake by 34% in Q2 2026, buying an estimated $745K and bringing the position to 5,233 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #756.

O'Shaughnessy Asset Management first reported a position in UTHR in Q2 2013 and has held it in 42 quarters since. 884 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • O'Shaughnessy Asset Management held 5,233 shares of United Therapeutics worth $2.84M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 1,322 United Therapeutics shares in Q2 2026, an estimated $745K.
  • United Therapeutics made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #756 holding.
  • O'Shaughnessy Asset Management first reported a position in United Therapeutics in Q2 2013 and has held it in 42 quarters since.
  • 884 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.