UCFA
UTHR icon

United Capital Financial Advisors’s United Therapeutics UTHR Stock Holding History

United Capital Financial 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
Q2 		$289K Sell
534
-92
-15% -$51.8K ﹤0.01% 1378
2026
Q1 		$371K Buy
626
+127
+25% +$63.2K ﹤0.01% 1223
2025
Q4 		$243K Buy
+499
New +$232K ﹤0.01% 1254
2024
Q4 		– Sell
-870
Closed -$312K – 1105
2024
Q3 		$312K Sell
870
-51
-6% -$17.2K ﹤0.01% 861
2024
Q2 		$293K Buy
921
+31
+3% +$8.21K ﹤0.01% 864
2024
Q1 		$204K Sell
890
-76
-8% -$17.1K ﹤0.01% 1014
2023
Q4 		$212K Buy
+966
New +$223K ﹤0.01% 987
2023
Q3 		– Sell
-1,582
Closed -$349K – 900
2023
Q2 		$349K Sell
1,582
-472
-23% -$105K ﹤0.01% 741
2023
Q1 		$460K Sell
2,054
-2,553
-55% -$629K ﹤0.01% 741
2022
Q4 		$1.28M Buy
4,607
+227
+5% +$57.3K 0.01% 565
2022
Q3 		$917K Sell
4,380
-229
-5% -$51.2K 0.01% 628
2022
Q2 		$1.09M Buy
4,609
+16
+0.3% +$3.25K 0.01% 627
2022
Q1 		$824K Hold
4,593
– – ﹤0.01% 712
2021
Q4 		$992K Hold
4,593
– – ﹤0.01% 680
2021
Q3 		$848K Buy
4,593
+2
+0% +$394 ﹤0.01% 719
2021
Q2 		$824K Sell
4,591
-50
-1% -$9.52K ﹤0.01% 743
2021
Q1 		$776K Hold
4,641
– – ﹤0.01% 736
2020
Q4 		$704K Sell
4,641
-1
-0% -$131 ﹤0.01% 760
2020
Q3 		$469K Buy
4,642
+1
+0% +$110 ﹤0.01% 843
2020
Q2 		$562K Hold
4,641
– – ﹤0.01% 828
2020
Q1 		$440K Sell
4,641
-759
-14% -$72.1K ﹤0.01% 858
2019
Q4 		$476K Hold
5,400
– – ﹤0.01% 1010
2019
Q3 		$431K Buy
+5,400
New +$435K ﹤0.01% 989
2017
Q4 		– Sell
-7,691
Closed -$901K – 1359
2017
Q3 		$901K Buy
+7,691
New +$982K 0.01% 803
2017
Q1 		– Sell
-4,250
Closed -$610K – 1292
2016
Q4 		$610K Buy
4,250
+581
+16% +$74.2K 0.01% 882
2016
Q3 		$433K Buy
3,669
+1,118
+44% +$134K ﹤0.01% 999
2016
Q2 		$270K Buy
+2,551
New +$285K ﹤0.01% 1066

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's UTHR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its United Therapeutics (UTHR) stake by 15% in Q2 2026, selling an estimated $51.8K and leaving 534 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

United Capital Financial Advisors first reported a position in UTHR in Q2 2016 and has held it in 27 quarters since. The position peaked at $1.28M in Q4 2022. 884 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • United Capital Financial Advisors held 534 shares of United Therapeutics worth $289K as of Q2 2026.
  • United Capital Financial Advisors sold 92 United Therapeutics shares in Q2 2026, an estimated $51.8K.
  • United Therapeutics made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1378 holding.
  • United Capital Financial Advisors first reported a position in United Therapeutics in Q2 2016 and has held it in 27 quarters since.
  • United Capital Financial Advisors's United Therapeutics position peaked at $1.28M in Q4 2022.
  • 884 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.