Elevation Wealth Partners
UTHR icon

Elevation Wealth Partners’s United Therapeutics UTHR Stock Holding History

Elevation Wealth 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 		$18.4K Sell
34
-17
-33% -$8.79K 0.01% 709
2026
Q2 		$27.6K Buy
51
+3
+6% +$1.69K 0.01% 481
2026
Q1 		$28.5K Sell
48
-13
-21% -$6.47K 0.01% 316
2025
Q4 		$29.7K Buy
61
+13
+27% +$6.05K 0.01% 308
2025
Q3 		$20.1K Hold
48
– – 0.01% 328
2025
Q2 		$13.8K Hold
48
– – 0.01% 346
2025
Q1 		$14.8K Hold
48
– – 0.01% 338
2024
Q4 		$16.9K Hold
48
– – 0.01% 323
2024
Q3 		$17.2K Hold
48
– – 0.01% 313
2024
Q2 		$15.3K Hold
48
– – 0.01% 311
2024
Q1 		$11K Buy
+48
New +$10.8K 0.01% 345

Other funds holding UTHR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Elevation Wealth Partners's UTHR Position: Q3 2026 in Review

Elevation Wealth Partners reduced its United Therapeutics (UTHR) stake by 33% in Q3 2026, selling an estimated $8.79K and leaving 34 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #709.

Elevation Wealth Partners first reported a position in UTHR in Q1 2024 and has held it in 11 quarters since. The position peaked at $29.7K in Q4 2025. 236 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Elevation Wealth Partners held 34 shares of United Therapeutics worth $18.4K as of Q3 2026.
  • Elevation Wealth Partners sold 17 United Therapeutics shares in Q3 2026, an estimated $8.79K.
  • United Therapeutics made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #709 holding.
  • Elevation Wealth Partners first reported a position in United Therapeutics in Q1 2024 and has held it in 11 quarters since.
  • Elevation Wealth Partners's United Therapeutics position peaked at $29.7K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.