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Whipplewood Advisors’s United Therapeutics UTHR Stock Holding History

Whipplewood 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 		$6.52K Buy
+11
New +$5.48K ﹤0.01% 563
2025
Q3 		– Sell
-22
Closed -$6.32K – 1123
2025
Q2 		$6.32K Buy
22
+7
+47% +$2.09K ﹤0.01% 651
2025
Q1 		$6.78K Sell
15
-7
-32% -$2.4K ﹤0.01% 638
2024
Q4 		$7.76K Buy
+22
New +$8.09K ﹤0.01% 601

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Whipplewood Advisors's UTHR Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in United Therapeutics (UTHR) in Q1 2026: 11 shares worth $6.52K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in UTHR as recently as Q2 2025.

Whipplewood Advisors first reported a position in UTHR in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.76K in Q4 2024. 850 funds tracked by Wall St. Rank hold UTHR as of Q1 2026.

  • Whipplewood Advisors held 11 shares of United Therapeutics worth $6.52K as of Q1 2026.
  • United Therapeutics was a new Whipplewood Advisors position in Q1 2026.
  • United Therapeutics made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #563 holding.
  • Whipplewood Advisors first reported a position in United Therapeutics in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's United Therapeutics position peaked at $7.76K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.