Position in UTHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$565,670
-$47,471 QoQ
Shares Held
1,044
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#549
of 870 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UTHR Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $31,020,308 across 10 Drug Manufacturers - Specialty & Generic names. UTHR ranks #2 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
392,719 | $28,220,787 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
This page
|
1,044 | $565,670 | |
| 3 | NBIX |
Neurocrine Biosciences Inc
|
2,749 | $463,316 | |
| 4 | TRLV |
Trulieve Cannabis Corp.
|
38,555 | $378,995 | |
| 5 | TEVA |
Teva Pharmaceutical Industries Ltd
|
9,464 | $320,640 | |
| 6 | ALKS |
Alkermes plc.
|
5,489 | $287,623 | |
| 7 | VTRS |
Viatris Inc
|
17,301 | $274,739 | |
| 8 | TAK |
Takeda Pharmaceutical Co Ltd
|
14,674 | $235,224 |
All Filings in UTHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,670 | 1,044 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $613,141 | 1,034 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $590,547 | 1,212 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $660,330 | 2,298 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $673,261 | 2,184 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $594,535 | 1,685 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $576,226 | 1,608 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||