Institute for Wealth Management’s United Therapeutics UTHR Stock Holding History

Institute for Wealth 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 Q2	$19.5K	Buy	+36	New	+$20.3K	﹤0.01%	1136

Other funds holding UTHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's UTHR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in United Therapeutics (UTHR) in Q2 2026: 36 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings.

450 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

Institute for Wealth Management held 36 shares of United Therapeutics worth $19.5K as of Q2 2026.
United Therapeutics was a new Institute for Wealth Management position in Q2 2026.
United Therapeutics made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1136 holding.
450 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.