Ballentine Partners
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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
Q3 		$355K Buy
655
+47
+8% +$24.3K ﹤0.01% 760
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ballentine Partners's UTHR Position: Q3 2026 in Review

Ballentine Partners increased its United Therapeutics (UTHR) stake by 7.7% in Q3 2026, buying an estimated $24.3K and bringing the position to 655 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Ballentine Partners first reported a position in UTHR in Q3 2025 and has held it in 5 quarters since. 673 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Ballentine Partners held 655 shares of United Therapeutics worth $355K as of Q3 2026.
  • Ballentine Partners bought 47 United Therapeutics shares in Q3 2026, an estimated $24.3K.
  • United Therapeutics made up ﹤0.01% of Ballentine Partners's portfolio in Q3 2026, its #760 holding.
  • Ballentine Partners first reported a position in United Therapeutics in Q3 2025 and has held it in 5 quarters since.
  • 673 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Ballentine Partners's 13F filing for Q3 2026, filed 13 Nov 2026.