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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $11.1B AUM 207.82% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Trek Financial's UTHR Position: Q1 2025 in Review

Trek Financial sold out of United Therapeutics (UTHR) in Q1 2025, closing a stake of 698 shares — an estimated $246K sold.

Trek Financial first reported a position in UTHR in Q1 2021 and held it in 5 quarters. The position peaked at $4.69M in Q4 2022. 673 funds tracked by Wall St. Rank hold UTHR as of Q1 2025.

  • Trek Financial reported no remaining United Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Trek Financial sold 698 United Therapeutics shares in Q1 2025, an estimated $246K.
  • Trek Financial first reported a position in United Therapeutics in Q1 2021 and held it in 5 quarters.
  • Trek Financial's United Therapeutics position peaked at $4.69M in Q4 2022.
  • 673 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2025.

Based on Trek Financial's 13F filing for Q1 2025, filed 30 Apr 2025.