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Ballentine Partners’s United Therapeutics UTHR Stock Holding History

Ballentine Partners’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Buy
608
+42
+7% +$23.7K ﹤0.01% 749
2026
Q1 		$336K Buy
566
+17
+3% +$8.47K ﹤0.01% 687
2025
Q4 		$268K Buy
549
+51
+10% +$23.8K ﹤0.01% 767
2025
Q3 		$209K Buy
+498
New +$167K ﹤0.01% 894

Other funds holding UTHR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Ballentine Partners's UTHR Position: Q2 2026 in Review

Ballentine Partners increased its United Therapeutics (UTHR) stake by 7.4% in Q2 2026, buying an estimated $23.7K and bringing the position to 608 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Ballentine Partners first reported a position in UTHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $336K in Q1 2026. 114 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Ballentine Partners held 608 shares of United Therapeutics worth $329K as of Q2 2026.
  • Ballentine Partners bought 42 United Therapeutics shares in Q2 2026, an estimated $23.7K.
  • United Therapeutics made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #749 holding.
  • Ballentine Partners first reported a position in United Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • Ballentine Partners's United Therapeutics position peaked at $336K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.