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Trek Financial’s United Therapeutics UTHR Stock Holding History

Trek 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
2025
Q1 		– Sell
-698
Closed -$246K – 453
2024
Q4 		$246K Sell
698
-37
-5% -$13.6K 0.02% 363
2024
Q3 		$263K Sell
735
-59
-7% -$19.9K 0.02% 333
2024
Q2 		$253K Buy
+794
New +$210K 0.02% 332
2023
Q1 		– Sell
-16,856
Closed -$4.69M – 295
2022
Q4 		$4.69M Buy
+16,856
New +$4.26M 0.47% 53
2021
Q2 		– Sell
-3,460
Closed -$579K – 248
2021
Q1 		$579K Buy
+3,460
New +$577K 0.07% 88

Other funds holding UTHR

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return