STA
UTHR icon

Summit Trail Advisors’s United Therapeutics UTHR Stock Holding History

Summit Trail Advisors’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 		$833K Buy
1,537
+239
+18% +$135K 0.01% 1062
2026
Q1 		$770K Buy
1,298
+282
+28% +$140K 0.01% 1027
2025
Q4 		$495K Sell
1,016
-80
-7% -$37.3K 0.01% 1075
2025
Q3 		$459K Buy
+1,096
New +$369K 0.01% 1103
2018
Q1 		– Sell
-219
Closed -$30K – 1605
2017
Q4 		$30K Buy
+219
New +$27.8K ﹤0.01% 945

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 Trail Advisors's UTHR Position: Q2 2026 in Review

Summit Trail Advisors increased its United Therapeutics (UTHR) stake by 18% in Q2 2026, buying an estimated $135K and bringing the position to 1,537 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #1062.

Summit Trail Advisors first reported a position in UTHR in Q4 2017 and has held it in 5 quarters since. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Summit Trail Advisors held 1,537 shares of United Therapeutics worth $833K as of Q2 2026.
  • Summit Trail Advisors bought 239 United Therapeutics shares in Q2 2026, an estimated $135K.
  • United Therapeutics made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1062 holding.
  • Summit Trail Advisors first reported a position in United Therapeutics in Q4 2017 and has held it in 5 quarters since.
  • 880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.