Fiduciary Alliance
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Fiduciary Alliance’s United Therapeutics UTHR Stock Holding History

Fiduciary Alliance’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 		$3.53M Sell
6,509
-1,815
-22% -$938K 0.27% 97
2026
Q2 		$4.51M Buy
8,324
+1,638
+24% +$922K 0.3% 86
2026
Q1 		$3.86M Buy
6,686
+6,082
+1,007% +$3.03M 0.23% 108
2025
Q4 		$294K Buy
+604
New +$281K 0.02% 421

Other funds holding UTHR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

Fiduciary Alliance's UTHR Position: Q3 2026 in Review

Fiduciary Alliance reduced its United Therapeutics (UTHR) stake by 22% in Q3 2026, selling an estimated $938K and leaving 6,509 shares worth $3.53M. The position accounts for 0.27% of the portfolio, ranked #97.

Fiduciary Alliance first reported a position in UTHR in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.51M in Q2 2026. 180 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Fiduciary Alliance held 6,509 shares of United Therapeutics worth $3.53M as of Q3 2026.
  • Fiduciary Alliance sold 1,815 United Therapeutics shares in Q3 2026, an estimated $938K.
  • United Therapeutics made up 0.27% of Fiduciary Alliance's portfolio in Q3 2026, its #97 holding.
  • Fiduciary Alliance first reported a position in United Therapeutics in Q4 2025 and has held it in 4 quarters since.
  • Fiduciary Alliance's United Therapeutics position peaked at $4.51M in Q2 2026.
  • 180 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.