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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
Q2 		$394K Sell
727
-9
-1% -$5.07K ﹤0.01% 1280
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

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

Waverly Advisors's UTHR Position: Q2 2026 in Review

Waverly Advisors reduced its United Therapeutics (UTHR) stake by 1.2% in Q2 2026, selling an estimated $5.07K and leaving 727 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Waverly Advisors first reported a position in UTHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $654K in Q3 2025. 878 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Waverly Advisors held 727 shares of United Therapeutics worth $394K as of Q2 2026.
  • Waverly Advisors sold 9 United Therapeutics shares in Q2 2026, an estimated $5.07K.
  • United Therapeutics made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1280 holding.
  • Waverly Advisors first reported a position in United Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's United Therapeutics position peaked at $654K in Q3 2025.
  • 878 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.