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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
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 $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Trail Advisors's UTHR Position: Q1 2026 in Review

Summit Trail Advisors increased its United Therapeutics (UTHR) stake by 28% in Q1 2026, buying an estimated $140K and bringing the position to 1,298 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #1027.

Summit Trail Advisors first reported a position in UTHR in Q4 2017 and has held it in 4 quarters since. 850 funds tracked by Wall St. Rank hold UTHR as of Q1 2026.

  • Summit Trail Advisors held 1,298 shares of United Therapeutics worth $770K as of Q1 2026.
  • Summit Trail Advisors bought 282 United Therapeutics shares in Q1 2026, an estimated $140K.
  • United Therapeutics made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1027 holding.
  • Summit Trail Advisors first reported a position in United Therapeutics in Q4 2017 and has held it in 4 quarters since.
  • 850 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.