KINGSWOOD WEALTH ADVISORS, LLC
Position in UTHR — UNITED THERAPEUTICS Corp
CIK 1987855
SAN DIEGO, CA
Position in UTHR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$313,177
-$27,193 QoQ
Shares Held
578
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#634
of 870 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTHR Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $654,789 across 2 Drug Manufacturers - Specialty & Generic names. UTHR ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
10,083 | $341,612 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
This page
|
578 | $313,177 |
All Filings in UTHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,177 | 578 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $340,370 | 574 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $274,809 | 564 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $251,945 | 601 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $212,351 | 739 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $228,428 | 741 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $225,464 | 639 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||