TwinBeech Capital’s United Therapeutics UTHR Stock Holding History

TwinBeech Capital’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	$3.17M	Buy	+5,854	New	+$3.3M	0.57%	61
2025 Q4	–	Sell	-4,036	Closed	-$1.69M	–	860
2025 Q3	$1.69M	Sell	4,036 -19,246	-83%	-$6.47M	0.07%	248
2025 Q2	$6.69M	Buy	+23,282	New	+$6.96M	0.15%	170
2024 Q1	–	Sell	-70,267	Closed	-$15.5M	–	868
2023 Q4	$15.5M	Buy	70,267 +67,518	+2,456%	+$15.6M	0.25%	116
2023 Q3	$621K	Buy	+2,749	New	+$633K	0.01%	530
2021 Q4	–	Sell	-21,466	Closed	-$3.96M	–	827
2021 Q3	$3.96M	Buy	+21,466	New	+$4.23M	0.28%	108
2020 Q1	–	Sell	-4,195	Closed	-$369K	–	488
2019 Q4	$369K	Buy	+4,195	New	+$369K	0.11%	261

Other funds holding UTHR

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Norges Bank Oslo, Norway $1T AUM

TwinBeech Capital's UTHR Position: Q2 2026 in Review

TwinBeech Capital opened a new position in United Therapeutics (UTHR) in Q2 2026: 5,854 shares worth $3.17M. The stake represents 0.57% of the portfolio and ranks #61 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in UTHR as recently as Q3 2025.

TwinBeech Capital first reported a position in UTHR in Q4 2019 and has held it in 7 quarters since. The position peaked at $15.5M in Q4 2023. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

TwinBeech Capital held 5,854 shares of United Therapeutics worth $3.17M as of Q2 2026.
United Therapeutics was a new TwinBeech Capital position in Q2 2026.
United Therapeutics made up 0.57% of TwinBeech Capital's portfolio in Q2 2026, its #61 holding.
TwinBeech Capital first reported a position in United Therapeutics in Q4 2019 and has held it in 7 quarters since.
TwinBeech Capital's United Therapeutics position peaked at $15.5M in Q4 2023.
880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.