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Waverly Advisors’s United Therapeutics UTHR Stock Holding History

Waverly 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
Q1 		$436K Sell
736
-116
-14% -$57.8K ﹤0.01% 1147
2025
Q4 		$415K Sell
852
-707
-45% -$329K ﹤0.01% 1077
2025
Q3 		$654K Buy
1,559
+369
+31% +$124K 0.01% 763
2025
Q2 		$342K Buy
1,190
+151
+15% +$45.1K ﹤0.01% 920
2025
Q1 		$320K Buy
+1,039
New +$356K ﹤0.01% 905

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