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Peak Retirement Planning’s United Therapeutics UTHR Stock Holding History

Peak Retirement Planning’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 		$4.55M Buy
8,389
+1,791
+27% +$1.01M 0.72% 39
2026
Q1 		$3.91M Buy
6,598
+1,017
+18% +$506K 0.78% 28
2025
Q4 		$2.72M Buy
+5,581
New +$2.6M 0.64% 45

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

Peak Retirement Planning's UTHR Position: Q2 2026 in Review

Peak Retirement Planning increased its United Therapeutics (UTHR) stake by 27% in Q2 2026, buying an estimated $1.01M and bringing the position to 8,389 shares worth $4.55M. The position accounts for 0.72% of the portfolio, ranked #39.

Peak Retirement Planning first reported a position in UTHR in Q4 2025 and has held it in 3 quarters since. 884 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Peak Retirement Planning held 8,389 shares of United Therapeutics worth $4.55M as of Q2 2026.
  • Peak Retirement Planning bought 1,791 United Therapeutics shares in Q2 2026, an estimated $1.01M.
  • United Therapeutics made up 0.72% of Peak Retirement Planning's portfolio in Q2 2026, its #39 holding.
  • Peak Retirement Planning first reported a position in United Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 884 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.