Pacific Excel Wealth Advisors, Inc.
Position in UTHR — UNITED THERAPEUTICS Corp
CIK 2110884
WALNUT CREEK, CA
Position in UTHR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$203,985
New position
Shares Held
344
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $208,506 across 1 Drug Manufacturers - Specialty & Generic name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLN |
Haleon plc
|
22,348 | $208,506 |
All Filings in UTHR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,985 | 344 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||