Pacific Excel Wealth Advisors’s United Therapeutics UTHR Stock Holding History

Pacific Excel Wealth Advisors’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	–	Sell	-344	Closed	-$204K	–	314
2026 Q1	$204K	Buy	+344	New	+$171K	0.21%	137

Other funds holding UTHR

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Norges Bank Oslo, Norway $1T AUM

Pacific Excel Wealth Advisors's UTHR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of United Therapeutics (UTHR) in Q2 2026, closing a stake of 344 shares — an estimated $204K sold.

Pacific Excel Wealth Advisors first reported a position in UTHR in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 876 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

Pacific Excel Wealth Advisors reported no remaining United Therapeutics position as of Q2 2026 after selling out during the quarter.
Pacific Excel Wealth Advisors sold 344 United Therapeutics shares in Q2 2026, an estimated $204K.
Pacific Excel Wealth Advisors first reported a position in United Therapeutics in Q1 2026 and held it in 1 quarter.
Pacific Excel Wealth Advisors's United Therapeutics position peaked at $204K in Q1 2026.
876 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.