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Pinnacle Wealth Planning Services’s United Therapeutics UTHR Stock Holding History

Pinnacle Wealth Planning Services’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 		$21.7K Sell
40
-6
-13% -$3.38K ﹤0.01% 1742
2026
Q1 		$27.3K Buy
46
+6
+15% +$2.99K ﹤0.01% 1531
2025
Q4 		$19.5K Buy
+40
New +$18.6K ﹤0.01% 1731
2021
Q1 		– Sell
-63
Closed -$10K – 1862
2020
Q4 		$10K Buy
+63
New +$8.27K ﹤0.01% 1405

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

Pinnacle Wealth Planning Services's UTHR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its United Therapeutics (UTHR) stake by 13% in Q2 2026, selling an estimated $3.38K and leaving 40 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Pinnacle Wealth Planning Services first reported a position in UTHR in Q4 2020 and has held it in 4 quarters since. The position peaked at $27.3K in Q1 2026. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 40 shares of United Therapeutics worth $21.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 6 United Therapeutics shares in Q2 2026, an estimated $3.38K.
  • United Therapeutics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1742 holding.
  • Pinnacle Wealth Planning Services first reported a position in United Therapeutics in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's United Therapeutics position peaked at $27.3K in Q1 2026.
  • 880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.