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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
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

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BAM Wealth Management's UTHR Position: Q2 2026 in Review

BAM Wealth Management increased its United Therapeutics (UTHR) stake by 22% in Q2 2026, buying an estimated $76K and bringing the position to 744 shares worth $403K. The position accounts for 0.25% of the portfolio, ranked #114.

BAM Wealth Management first reported a position in UTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $432K in Q4 2025. 379 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • BAM Wealth Management held 744 shares of United Therapeutics worth $403K as of Q2 2026.
  • BAM Wealth Management bought 135 United Therapeutics shares in Q2 2026, an estimated $76K.
  • United Therapeutics made up 0.25% of BAM Wealth Management's portfolio in Q2 2026, its #114 holding.
  • BAM Wealth Management first reported a position in United Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • BAM Wealth Management's United Therapeutics position peaked at $432K in Q4 2025.
  • 379 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.