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Summit Global Investments’s United Therapeutics UTHR Stock Holding History

Summit Global Investments’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 		$1.01M Sell
1,863
-4,054
-69% -$2.28M 0.06% 204
2026
Q1 		$3.51M Sell
5,917
-239
-4% -$119K 0.21% 54
2025
Q4 		$3M Sell
6,156
-8,850
-59% -$4.12M 0.18% 65
2025
Q3 		$6.29M Sell
15,006
-3,327
-18% -$1.12M 0.37% 43
2025
Q2 		$5.27M Buy
18,333
+4,275
+30% +$1.28M 0.31% 57
2025
Q1 		$4.33M Sell
14,058
-22,023
-61% -$7.55M 0.32% 52
2024
Q4 		$12.7M Sell
36,081
-13,918
-28% -$5.12M 0.8% 25
2024
Q3 		$17.9M Sell
49,999
-3,672
-7% -$1.24M 1.14% 13
2024
Q2 		$17.1M Sell
53,671
-19,999
-27% -$5.29M 1.15% 15
2024
Q1 		$16.9M Buy
73,670
+46,558
+172% +$10.5M 1.26% 13
2023
Q4 		$5.96M Buy
27,112
+12,095
+81% +$2.79M 0.39% 57
2023
Q3 		$3.39M Buy
+15,017
New +$3.46M 0.23% 95
2021
Q2 		– Sell
-1,600
Closed -$268K – 630
2021
Q1 		$268K Sell
1,600
-400
-20% -$66.7K 0.02% 472
2020
Q4 		$304K Buy
+2,000
New +$262K 0.03% 224

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 Global Investments's UTHR Position: Q2 2026 in Review

Summit Global Investments reduced its United Therapeutics (UTHR) stake by 69% in Q2 2026, selling an estimated $2.28M and leaving 1,863 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #204.

Summit Global Investments first reported a position in UTHR in Q4 2020 and has held it in 14 quarters since. The position peaked at $17.9M in Q3 2024. 882 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Summit Global Investments held 1,863 shares of United Therapeutics worth $1.01M as of Q2 2026.
  • Summit Global Investments sold 4,054 United Therapeutics shares in Q2 2026, an estimated $2.28M.
  • United Therapeutics made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #204 holding.
  • Summit Global Investments first reported a position in United Therapeutics in Q4 2020 and has held it in 14 quarters since.
  • Summit Global Investments's United Therapeutics position peaked at $17.9M in Q3 2024.
  • 882 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.