Waterloo Capital’s United Therapeutics UTHR Stock Holding History

Waterloo 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	–	Sell	-570	Closed	-$338K	–	602
2026 Q1	$338K	Buy	570 +131	+30%	+$65.2K	0.02%	375
2025 Q4	$214K	Buy	+439	New	+$204K	0.02%	439

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

Waterloo Capital's UTHR Position: Q2 2026 in Review

Waterloo Capital sold out of United Therapeutics (UTHR) in Q2 2026, closing a stake of 570 shares — an estimated $338K sold.

Waterloo Capital first reported a position in UTHR in Q4 2025 and held it in 2 quarters. The position peaked at $338K in Q1 2026. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

Waterloo Capital reported no remaining United Therapeutics position as of Q2 2026 after selling out during the quarter.
Waterloo Capital sold 570 United Therapeutics shares in Q2 2026, an estimated $338K.
Waterloo Capital first reported a position in United Therapeutics in Q4 2025 and held it in 2 quarters.
Waterloo Capital's United Therapeutics position peaked at $338K in Q1 2026.
880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.