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Forum Financial Management’s United Therapeutics UTHR Stock Holding History

Forum Financial 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
Q1 		– Sell
-1,330
Closed -$648K – 966
2025
Q4 		$648K Hold
1,330
– – 0.01% 371
2025
Q3 		$558K Sell
1,330
-60
-4% -$20.2K 0.01% 418
2025
Q2 		$399K Buy
1,390
+72
+5% +$21.5K 0.01% 509
2025
Q1 		$406K Buy
1,318
+5
+0.4% +$1.71K 0.01% 446
2024
Q4 		$463K Buy
1,313
+57
+5% +$21K 0.01% 404
2024
Q3 		$450K Sell
1,256
-2
-0.2% -$676 0.01% 363
2024
Q2 		$401K Buy
1,258
+11
+0.9% +$2.91K 0.01% 381
2024
Q1 		$286K Hold
1,247
– – ﹤0.01% 521
2023
Q4 		$274K Buy
1,247
+127
+11% +$29.3K 0.01% 495
2023
Q3 		$253K Hold
1,120
– – 0.01% 485
2023
Q2 		$247K Hold
1,120
– – 0.01% 511
2023
Q1 		$251K Hold
1,120
– – 0.01% 462
2022
Q4 		$311K Hold
1,120
– – 0.01% 379
2022
Q3 		$235K Hold
1,120
– – 0.01% 439
2022
Q2 		$264K Hold
1,120
– – 0.01% 406
2022
Q1 		$200K Buy
1,120
+72
+7% +$13.7K 0.01% 573
2021
Q4 		$226K Buy
+1,048
New +$206K 0.01% 560

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Forum Financial Management's UTHR Position: Q1 2026 in Review

Forum Financial Management sold out of United Therapeutics (UTHR) in Q1 2026, closing a stake of 1,330 shares — an estimated $648K sold.

Forum Financial Management first reported a position in UTHR in Q4 2021 and held it in 17 quarters. The position peaked at $648K in Q4 2025. 854 funds tracked by Wall St. Rank hold UTHR as of Q1 2026.

  • Forum Financial Management reported no remaining United Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,330 United Therapeutics shares in Q1 2026, an estimated $648K.
  • Forum Financial Management first reported a position in United Therapeutics in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's United Therapeutics position peaked at $648K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.