Sowell Financial Services’s United Therapeutics UTHR Stock Holding History

Sowell Financial 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	$560K	Buy	1,033 +15	+1%	+$8.45K	0.02%	608
2026 Q1	$604K	Sell	1,018 -41	-4%	-$20.4K	0.02%	580
2025 Q4	$516K	Buy	1,059 +99	+10%	+$46.1K	0.02%	634
2025 Q3	$402K	Sell	960 -200	-17%	-$67.3K	0.02%	706
2025 Q2	$333K	Buy	+1,160	New	+$347K	0.01%	741
2021 Q2	–	Sell	-323	Closed	-$62K	–	2620
2021 Q1	$62K	Buy	323 +265	+457%	+$44.2K	﹤0.01%	1562
2020 Q4	$9K	Sell	58 -1	-2%	-$131	﹤0.01%	2081
2020 Q3	$6K	Sell	59 -50	-46%	-$5.49K	﹤0.01%	1966
2020 Q2	$13K	Sell	109 -285	-72%	-$32.1K	﹤0.01%	1608
2020 Q1	$37K	Sell	394 -338	-46%	-$32.1K	﹤0.01%	1153
2019 Q4	$64K	Buy	732 +438	+149%	+$38.5K	﹤0.01%	1068
2019 Q3	$23K	Buy	+294	New	+$23.7K	﹤0.01%	1235
2017 Q1	–	Sell	-328	Closed	-$55K	–	550
2016 Q4	$55K	Buy	+328	New	+$41.9K	0.02%	332

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

Sowell Financial Services's UTHR Position: Q2 2026 in Review

Sowell Financial Services increased its United Therapeutics (UTHR) stake by 1.5% in Q2 2026, buying an estimated $8.45K and bringing the position to 1,033 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #608.

Sowell Financial Services first reported a position in UTHR in Q4 2016 and has held it in 13 quarters since. The position peaked at $604K in Q1 2026. 878 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

Sowell Financial Services held 1,033 shares of United Therapeutics worth $560K as of Q2 2026.
Sowell Financial Services bought 15 United Therapeutics shares in Q2 2026, an estimated $8.45K.
United Therapeutics made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #608 holding.
Sowell Financial Services first reported a position in United Therapeutics in Q4 2016 and has held it in 13 quarters since.
Sowell Financial Services's United Therapeutics position peaked at $604K in Q1 2026.
878 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.