Greenleaf Trust’s United Therapeutics UTHR Stock Holding History

Greenleaf Trust’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	$669K	Buy	1,129 +27	+2%	+$13.4K	0.01%	428
2025 Q4	$537K	Buy	1,102 +53	+5%	+$24.7K	﹤0.01%	482
2025 Q3	$440K	Sell	1,049 -72	-6%	-$24.2K	﹤0.01%	527
2025 Q2	$322K	Sell	1,121 -18	-2%	-$5.38K	﹤0.01%	610
2025 Q1	$351K	Sell	1,139 -13	-1%	-$4.46K	﹤0.01%	595
2024 Q4	$406K	Buy	1,152 +13	+1%	+$4.78K	﹤0.01%	562
2024 Q3	$408K	Buy	1,139 +15	+1%	+$5.07K	﹤0.01%	569
2024 Q2	$358K	Buy	1,124 +31	+3%	+$8.21K	﹤0.01%	562
2024 Q1	$251K	Sell	1,093 -196	-15%	-$44.2K	﹤0.01%	666
2023 Q4	$283K	Buy	1,289 +133	+12%	+$30.7K	﹤0.01%	610
2023 Q3	$261K	Sell	1,156 -80	-6%	-$18.4K	﹤0.01%	626
2023 Q2	$273K	Buy	1,236 +306	+33%	+$67.8K	﹤0.01%	622
2023 Q1	$208K	Buy	930 +49	+6%	+$12.1K	﹤0.01%	723
2022 Q4	$245K	Buy	+881	New	+$222K	﹤0.01%	654
2022 Q3	–	Sell	-867	Closed	-$204K	–	744
2022 Q2	$204K	Buy	+867	New	+$176K	﹤0.01%	671

Other funds holding UTHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return