Wedmont Private Capital UTHR β€” UNITED THERAPEUTICS CORP DEL

Ownership history in Wedmont Private Capital  Β·  4 quarters on record

AI Ownership Summary

Wedmont Private Capital reported UNITED THERAPEUTICS CORP DEL (UTHR) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows UTHR at 0.03% 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 Wedmont Private Capital'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 Q1

UTHR was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

How Wedmont Private Capital held UTHR β€” position size vs. price
% of Fund (quarterly)    UTHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 1,669 β€” 0% 0.03% $971K 2026-04-09 $574.77
2025 Q4 ADDED β€” β€” β€” 1,669 +82 +5.2% 0.03% $841K 2026-01-08 $490.83
2025 Q3 ADDED β€” β€” β€” 1,587 +311 +24.4% 0.03% $725K 2025-10-08 $448.93
2024 Q4 INITIATED β€” β€” β€” 1,276 β€” β€” 0.02% $466K 2025-01-13 $362.88

FAQ About Wedmont Private Capital and UTHR

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

How long has Wedmont Private Capital reported owning UTHR?

Wedmont Private Capital reported UTHR across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported UTHR position in Wedmont Private Capital's portfolio?

The largest reported portfolio weight for UTHR was 0.03% in 2026 Q1.

What is the latest reported UTHR position on this page?

The most recent filing on this page is 2026 Q1, when Wedmont Private Capital reported 1,669 shares, equal to 0.03% of portfolio, with an estimated market value of $971K.

What does the chart on this UTHR ownership page compare?

The chart compares Wedmont Private Capital'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 Wedmont Private Capital time their UTHR position?

Based on 13F filing dates vs. subsequent UTHR price moves, Wedmont Private Capital correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on UTHR relative to SPY over the holding period was +42.3%.

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