UTHR β€” United Therapeutics Corp

Ownership history in Sofinnova Investments, Inc.  Β·  18 quarters on record

AI Ownership Summary

Sofinnova Investments, Inc. reported United Therapeutics Corp (UTHR) in 18 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 4.37% in 2025 Q3. The latest visible filing shows UTHR at 3.31% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UTHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sofinnova Investments, Inc.'s position in United Therapeutics Corp, 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
2025 Q4

UTHR was reported at 3.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.37% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 Sofinnova Investments, Inc. fund profile Sofinnova Investments, Inc. full holdings
How Sofinnova Investments, Inc. held UTHR β€” position size vs. price
% of Fund (quarterly)    UTHR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 157,641 +60,541 +62.3% 3.31% $76.8M 2026-02-14 (Est.) $473.66
2025 Q3 REDUCED 97,100 -93,526 -49.1% 2.23% $40.7M 2025-11-14 $466.40
2025 Q3 ADDED 190,626 +72,113 +60.8% 4.37% $79.9M 2025-11-14 $466.40
2025 Q2 ADDED 118,513 +29,306 +32.9% 2.08% $34.1M 2025-08-14 $312.06
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UTHR

As of 2025 Q4 β€” sorted by position size

Krensavage Asset Management, LLC 3Y 7Y 15.71% Avoro Capital Advisors LLC 3Y 7Y 12.48% Tri Locum Partners LP 3Y 7.65% Nepsis Inc. 3Y 7Y 6.59% Eversept Partners, LP 3Y 7Y 6.2% Summit Street Capital Management, LLC 3Y 7Y 4.36% Polaris Capital Management, LLC 3Y 7Y 4.19% Nitorum Capital, L.P. 3Y 7Y 3.99% Palo Alto Investors LP 3Y 7Y 3.95% First Turn Management, LLC 3.54%

FAQ About Sofinnova Investments, Inc. and UTHR

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

How long has Sofinnova Investments, Inc. reported owning UTHR?

Sofinnova Investments, Inc. reported UTHR across 4 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported UTHR position in Sofinnova Investments, Inc.'s portfolio?

The largest reported portfolio weight for UTHR was 4.37% in 2025 Q3.

What is the latest reported UTHR position on this page?

The most recent filing on this page is 2025 Q4, when Sofinnova Investments, Inc. reported 157,641 shares, equal to 3.31% of portfolio, with an estimated market value of $76.8M.

What does the chart on this UTHR ownership page compare?

The chart compares Sofinnova Investments, Inc.'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.

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