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Willner & Heller’s United Therapeutics UTHR Stock Holding History

Willner & Heller’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 		$236K Buy
436
+10
+2% +$5.63K 0.15% 151
2026
Q1 		$253K Buy
426
+14
+3% +$6.97K 0.19% 144
2025
Q4 		$201K Buy
+412
New +$192K 0.14% 162

Other funds holding UTHR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Willner & Heller's UTHR Position: Q2 2026 in Review

Willner & Heller increased its United Therapeutics (UTHR) stake by 2.3% in Q2 2026, buying an estimated $5.63K and bringing the position to 436 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #151.

Willner & Heller first reported a position in UTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $253K in Q1 2026. 83 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Willner & Heller held 436 shares of United Therapeutics worth $236K as of Q2 2026.
  • Willner & Heller bought 10 United Therapeutics shares in Q2 2026, an estimated $5.63K.
  • United Therapeutics made up 0.15% of Willner & Heller's portfolio in Q2 2026, its #151 holding.
  • Willner & Heller first reported a position in United Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Willner & Heller's United Therapeutics position peaked at $253K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.