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True Wealth Design’s United Therapeutics UTHR Stock Holding History

True Wealth Design’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 		$87.8K Buy
162
+4
+3% +$2.25K 0.02% 293
2026
Q1 		$93.7K Sell
158
-80
-34% -$39.8K 0.03% 228
2025
Q4 		$116K Buy
238
+129
+118% +$60.1K 0.03% 157
2025
Q3 		$45.7K Buy
109
+96
+738% +$32.3K 0.01% 341
2025
Q2 		$3.74K Buy
13
+5
+63% +$1.49K ﹤0.01% 926
2025
Q1 		$2.47K Sell
8
-151
-95% -$51.7K ﹤0.01% 934
2024
Q4 		$56.1K Sell
159
-10
-6% -$3.68K 0.02% 145
2024
Q3 		$60.6K Sell
169
-3,274
-95% -$1.11M 0.02% 109
2024
Q2 		$1.1M Sell
3,443
-63
-2% -$16.7K 0.27% 29
2024
Q1 		$805K Buy
3,506
+190
+6% +$42.9K 0.2% 85
2023
Q4 		$729K Sell
3,316
-43
-1% -$9.91K 0.21% 96
2023
Q3 		$759K Buy
3,359
+3,358
+335,800% +$773K 0.25% 73
2023
Q2 		$221 Buy
+1
New +$222 ﹤0.01% 635

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

True Wealth Design's UTHR Position: Q2 2026 in Review

True Wealth Design increased its United Therapeutics (UTHR) stake by 2.5% in Q2 2026, buying an estimated $2.25K and bringing the position to 162 shares worth $87.8K. The position accounts for 0.02% of the portfolio, ranked #293.

True Wealth Design first reported a position in UTHR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q2 2024. 878 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • True Wealth Design held 162 shares of United Therapeutics worth $87.8K as of Q2 2026.
  • True Wealth Design bought 4 United Therapeutics shares in Q2 2026, an estimated $2.25K.
  • United Therapeutics made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #293 holding.
  • True Wealth Design first reported a position in United Therapeutics in Q2 2023 and has held it in 13 quarters since.
  • True Wealth Design's United Therapeutics position peaked at $1.1M in Q2 2024.
  • 878 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.