FCG Investment Co UTHR — UNITED THERAPEUTICS CORP DEL

Ownership history in FCG Investment Co  ·  4 quarters on record

AI Ownership Summary

FCG Investment Co reported UNITED THERAPEUTICS CORP DEL (UTHR) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 1.08% in 2024 Q4. The latest visible filing shows UTHR at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UTHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FCG Investment Co's position in UNITED THERAPEUTICS CORP DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UTHR was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UTHR stock page FCG Investment Co fund profile FCG Investment Co full holdings
How FCG Investment Co held UTHR — position size vs. price
% of Fund (quarterly)    UTHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,506 -2,520 -50.1% 0.47% $1.4M 2026-07-13 $535.57
2025 Q1 REDUCED — — — 5,026 -14 -0.3% 0.97% $1.5M 2025-05-13 $308.07
2024 Q4 ADDED — — — 5,040 +472 +10.3% 1.08% $1.8M 2025-01-17 $358.93
2024 Q3 INITIATED — — — 4,568 — — 1.07% $1.6M 2024-10-24 $350.19

🏢 Other funds also holding UTHR

As of 2026 Q2 — sorted by position size

Nepsis Inc. 3Y 7Y 5.01% ATWOOD & PALMER INC 3Y 7Y 1.78% ARDSLEY ADVISORY PARTNERS LP 3Y 7Y 1.69% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 1.09% Bank & Trust Co 0.42% New England Research & Management, Inc. 3Y 7Y 0.35% Simplify Asset Management Inc. 3Y 0.34% BAM Wealth Management, LLC 0.25% Unique Wealth Strategies, LLC 0.24% WAYSTONE ADVISORS LLC 0.22%

FAQ About FCG Investment Co and UTHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has FCG Investment Co reported owning UTHR?

FCG Investment Co reported UTHR across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported UTHR position in FCG Investment Co's portfolio?

The largest reported portfolio weight for UTHR was 1.08% in 2024 Q4.

What is the latest reported UTHR position on this page?

The most recent filing on this page is 2026 Q2, when FCG Investment Co reported 2,506 shares, equal to 0.47% of portfolio, with an estimated market value of $1.4M.

What does the chart on this UTHR ownership page compare?

The chart compares FCG Investment Co's quarterly UTHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FCG Investment Co time their UTHR position?

Based on 13F filing dates vs. subsequent UTHR price moves, FCG Investment Co correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on UTHR relative to SPY over the holding period was -23.5%.

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