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Stiles Financial Services’s United Therapeutics UTHR Stock Holding History

Stiles 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 		$248K Hold
458
– – 0.06% 166
2026
Q1 		$272K Hold
458
– – 0.08% 150
2025
Q4 		$223K Buy
+458
New +$213K 0.07% 168
2024
Q3 		– Sell
-1,358
Closed -$433K – 196
2024
Q2 		$433K Hold
1,358
– – 0.17% 112
2024
Q1 		$312K Hold
1,358
– – 0.13% 132
2023
Q4 		$299K Hold
1,358
– – 0.14% 134
2023
Q3 		$307K Sell
1,358
-20
-1% -$4.61K 0.16% 131
2023
Q2 		$304K Hold
1,378
– – 0.15% 140
2023
Q1 		$309K Hold
1,378
– – 0.17% 140
2022
Q4 		$383K Hold
1,378
– – 0.22% 116
2022
Q3 		$289K Buy
1,378
+175
+15% +$39.1K 0.18% 130
2022
Q2 		$283K Hold
1,203
– – 0.17% 132
2022
Q1 		$216K Hold
1,203
– – 0.11% 164
2021
Q4 		$260K Buy
+1,203
New +$236K 0.13% 154

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

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

Stiles Financial Services held its United Therapeutics (UTHR) position steady in Q2 2026 at 458 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #166.

Stiles Financial Services first reported a position in UTHR in Q4 2021 and has held it in 14 quarters since. The position peaked at $433K in Q2 2024. 881 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Stiles Financial Services held 458 shares of United Therapeutics worth $248K as of Q2 2026.
  • Stiles Financial Services left its United Therapeutics share count unchanged in Q2 2026.
  • United Therapeutics made up 0.06% of Stiles Financial Services's portfolio in Q2 2026, its #166 holding.
  • Stiles Financial Services first reported a position in United Therapeutics in Q4 2021 and has held it in 14 quarters since.
  • Stiles Financial Services's United Therapeutics position peaked at $433K in Q2 2024.
  • 881 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.