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Philip James Wealth Mangement’s United Therapeutics UTHR Stock Holding History

Philip James Wealth Mangement’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 		$691K Sell
1,275
-50
-4% -$28.2K 0.08% 97
2026
Q1 		$786K Hold
1,325
– – 0.09% 88
2025
Q4 		$646K Hold
1,325
– – 0.07% 105
2025
Q3 		$555K Hold
1,325
– – 0.06% 110
2025
Q2 		$381K Hold
1,325
– – 0.05% 124
2025
Q1 		$408K Hold
1,325
– – 0.05% 113
2024
Q4 		$468K Hold
1,325
– – 0.06% 110
2024
Q3 		$475K Buy
+1,325
New +$448K 0.06% 104

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

Philip James Wealth Mangement's UTHR Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its United Therapeutics (UTHR) stake by 3.8% in Q2 2026, selling an estimated $28.2K and leaving 1,275 shares worth $691K. The position accounts for 0.08% of the portfolio, ranked #97.

Philip James Wealth Mangement first reported a position in UTHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $786K in Q1 2026. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Philip James Wealth Mangement held 1,275 shares of United Therapeutics worth $691K as of Q2 2026.
  • Philip James Wealth Mangement sold 50 United Therapeutics shares in Q2 2026, an estimated $28.2K.
  • United Therapeutics made up 0.08% of Philip James Wealth Mangement's portfolio in Q2 2026, its #97 holding.
  • Philip James Wealth Mangement first reported a position in United Therapeutics in Q3 2024 and has held it in 8 quarters since.
  • Philip James Wealth Mangement's United Therapeutics position peaked at $786K in Q1 2026.
  • 880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.