John G. Ullman & Associates
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John G. Ullman & Associates’s United Therapeutics UTHR Stock Holding History

John G. Ullman & Associates’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 		$3.37M Sell
6,225
-55
-0.9% -$28.4K 0.43% 67
2026
Q2 		$3.4M Sell
6,280
-75
-1% -$42.2K 0.41% 68
2026
Q1 		$3.77M Sell
6,355
-600
-9% -$299K 0.5% 63
2025
Q4 		$3.39M Sell
6,955
-125
-2% -$58.2K 0.45% 68
2025
Q3 		$2.97M Sell
7,080
-201
-3% -$67.6K 0.4% 69
2025
Q2 		$2.09M Sell
7,281
-75
-1% -$22.4K 0.31% 81
2025
Q1 		$2.27M Buy
7,356
+1
+0% +$343 0.35% 83
2024
Q4 		$2.6M Sell
7,355
-80
-1% -$29.4K 0.38% 76
2024
Q3 		$2.66M Sell
7,435
-15
-0.2% -$5.07K 0.38% 75
2024
Q2 		$2.37M Sell
7,450
-300
-4% -$79.4K 0.36% 80
2024
Q1 		$1.78M Sell
7,750
-1,380
-15% -$311K 0.27% 81
2023
Q4 		$2.01M Sell
9,130
-100
-1% -$23K 0.32% 82
2023
Q3 		$2.08M Sell
9,230
-125
-1% -$28.8K 0.34% 81
2023
Q2 		$2.07M Buy
9,355
+930
+11% +$206K 0.32% 83
2023
Q1 		$1.89M Buy
+8,425
New +$2.08M 0.29% 78

Other funds holding UTHR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

John G. Ullman & Associates's UTHR Position: Q3 2026 in Review

John G. Ullman & Associates reduced its United Therapeutics (UTHR) stake by 0.88% in Q3 2026, selling an estimated $28.4K and leaving 6,225 shares worth $3.37M. The position accounts for 0.43% of the portfolio, ranked #67.

John G. Ullman & Associates first reported a position in UTHR in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.77M in Q1 2026. 673 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • John G. Ullman & Associates held 6,225 shares of United Therapeutics worth $3.37M as of Q3 2026.
  • John G. Ullman & Associates sold 55 United Therapeutics shares in Q3 2026, an estimated $28.4K.
  • United Therapeutics made up 0.43% of John G. Ullman & Associates's portfolio in Q3 2026, its #67 holding.
  • John G. Ullman & Associates first reported a position in United Therapeutics in Q1 2023 and has held it in 15 quarters since.
  • John G. Ullman & Associates's United Therapeutics position peaked at $3.77M in Q1 2026.
  • 673 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on John G. Ullman & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.