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Steward Partners Investment Advisory’s United Therapeutics UTHR Stock Holding History

Steward Partners Investment Advisory’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 		$152K Buy
280
+27
+11% +$15.2K ﹤0.01% 2377
2026
Q1 		$150K Buy
253
+85
+51% +$42.3K ﹤0.01% 2162
2025
Q4 		$81.9K Buy
168
+84
+100% +$39.1K ﹤0.01% 2403
2025
Q3 		$35.2K Sell
84
-710
-89% -$239K ﹤0.01% 2785
2025
Q2 		$228K Sell
794
-271
-25% -$81K ﹤0.01% 1697
2025
Q1 		$328K Buy
1,065
+390
+58% +$134K ﹤0.01% 1400
2024
Q4 		$238K Buy
675
+155
+30% +$57K ﹤0.01% 1511
2024
Q3 		$186K Buy
520
+481
+1,233% +$162K ﹤0.01% 1563
2024
Q2 		$12.4K Sell
39
-14
-26% -$3.71K ﹤0.01% 2732
2024
Q1 		$12.2K Buy
53
+39
+279% +$8.8K ﹤0.01% 2735
2023
Q4 		$3.08K Sell
14
-47
-77% -$10.8K ﹤0.01% 3125
2023
Q3 		$13.8K Buy
+61
New +$14.1K ﹤0.01% 2467
2023
Q1 		– Sell
-16
Closed -$4.45K – 3422
2022
Q4 		$4.45K Buy
16
+12
+300% +$3.03K ﹤0.01% 2810
2022
Q3 		$1K Buy
+4
New +$894 ﹤0.01% 3175
2018
Q4 		– Sell
-78
Closed -$10K – 2094
2018
Q3 		$10K Hold
78
– – ﹤0.01% 1882
2018
Q2 		$9K Hold
78
– – ﹤0.01% 1788
2018
Q1 		$8K Sell
78
-52
-40% -$6.61K ﹤0.01% 1656
2017
Q4 		$19K Hold
130
– – ﹤0.01% 1140
2017
Q3 		$15K Hold
130
– – ﹤0.01% 1018
2017
Q2 		$16K Hold
130
– – ﹤0.01% 935
2017
Q1 		$17K Hold
130
– – ﹤0.01% 804
2016
Q4 		$18K Buy
+130
New +$16.6K 0.01% 461

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

Steward Partners Investment Advisory's UTHR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its United Therapeutics (UTHR) stake by 11% in Q2 2026, buying an estimated $15.2K and bringing the position to 280 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Steward Partners Investment Advisory first reported a position in UTHR in Q4 2016 and has held it in 22 quarters since. The position peaked at $328K in Q1 2025. 875 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Steward Partners Investment Advisory held 280 shares of United Therapeutics worth $152K as of Q2 2026.
  • Steward Partners Investment Advisory bought 27 United Therapeutics shares in Q2 2026, an estimated $15.2K.
  • United Therapeutics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2377 holding.
  • Steward Partners Investment Advisory first reported a position in United Therapeutics in Q4 2016 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's United Therapeutics position peaked at $328K in Q1 2025.
  • 875 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.