BAM Wealth Management
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BAM Wealth Management’s United Therapeutics UTHR Stock Holding History

BAM Wealth Management’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 		$510K Buy
942
+198
+27% +$102K 0.28% 94
2026
Q2 		$403K Buy
744
+135
+22% +$76K 0.25% 114
2026
Q1 		$361K Sell
609
-277
-31% -$138K 0.27% 88
2025
Q4 		$432K Buy
+886
New +$413K 0.31% 80

Other funds holding UTHR

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

BAM Wealth Management's UTHR Position: Q3 2026 in Review

BAM Wealth Management increased its United Therapeutics (UTHR) stake by 27% in Q3 2026, buying an estimated $102K and bringing the position to 942 shares worth $510K. The position accounts for 0.28% of the portfolio, ranked #94.

BAM Wealth Management first reported a position in UTHR in Q4 2025 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • BAM Wealth Management held 942 shares of United Therapeutics worth $510K as of Q3 2026.
  • BAM Wealth Management bought 198 United Therapeutics shares in Q3 2026, an estimated $102K.
  • United Therapeutics made up 0.28% of BAM Wealth Management's portfolio in Q3 2026, its #94 holding.
  • BAM Wealth Management first reported a position in United Therapeutics in Q4 2025 and has held it in 4 quarters since.
  • 477 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.