BFC Planning, Inc.’s United Therapeutics UTHR Stock Holding History

BFC Planning, Inc.’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	$70.4K	Sell	130 -79	-38%	-$40.8K	﹤0.01%	1398
2026 Q2	$113K	Buy	209 +30	+17%	+$16.9K	﹤0.01%	1186
2026 Q1	$106K	Buy	179 +6	+3%	+$2.99K	﹤0.01%	1083
2025 Q4	$84.1K	Buy	173 +77	+80%	+$35.9K	﹤0.01%	1169
2025 Q3	$40.2K	Sell	96 -4	-4%	-$1.34K	﹤0.01%	1274
2025 Q2	$28.7K	Buy	100 +6	+6%	+$1.79K	﹤0.01%	1347
2025 Q1	$29K	Sell	94 -20,356	-100%	-$6.98M	﹤0.01%	1312
2024 Q4	$7.22M	Buy	20,450 +990	+5%	+$364K	0.6%	27
2024 Q3	$6.97M	Buy	+19,460	New	+$6.57M	0.61%	25

Other funds holding UTHR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s UTHR Position: Q3 2026 in Review

BFC Planning, Inc. reduced its United Therapeutics (UTHR) stake by 38% in Q3 2026, selling an estimated $40.8K and leaving 130 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

BFC Planning, Inc. first reported a position in UTHR in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.22M in Q4 2024. 673 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

BFC Planning, Inc. held 130 shares of United Therapeutics worth $70.4K as of Q3 2026.
BFC Planning, Inc. sold 79 United Therapeutics shares in Q3 2026, an estimated $40.8K.
United Therapeutics made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1398 holding.
BFC Planning, Inc. first reported a position in United Therapeutics in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s United Therapeutics position peaked at $7.22M in Q4 2024.
673 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.