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Summit Financial’s United Therapeutics UTHR Stock Holding History

Summit Financial’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 		$5.8M Buy
10,701
+112
+1% +$63.1K 0.06% 312
2026
Q1 		$6.28M Buy
+10,589
New +$5.27M 0.08% 259

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

Summit Financial's UTHR Position: Q2 2026 in Review

Summit Financial increased its United Therapeutics (UTHR) stake by 1.1% in Q2 2026, buying an estimated $63.1K and bringing the position to 10,701 shares worth $5.8M. The position accounts for 0.06% of the portfolio, ranked #312.

Summit Financial first reported a position in UTHR in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.28M in Q1 2026. 878 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Summit Financial held 10,701 shares of United Therapeutics worth $5.8M as of Q2 2026.
  • Summit Financial bought 112 United Therapeutics shares in Q2 2026, an estimated $63.1K.
  • United Therapeutics made up 0.06% of Summit Financial's portfolio in Q2 2026, its #312 holding.
  • Summit Financial first reported a position in United Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • Summit Financial's United Therapeutics position peaked at $6.28M in Q1 2026.
  • 878 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

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