Kestra Advisory Services
UTHR icon

Kestra Advisory Services’s United Therapeutics UTHR Stock Holding History

Kestra Advisory Services’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 		$811K Buy
1,496
+141
+10% +$72.9K ﹤0.01% 2109
2026
Q2 		$734K Buy
1,355
+67
+5% +$37.7K ﹤0.01% 2037
2026
Q1 		$764K Hold
1,288
– – ﹤0.01% 1918
2025
Q4 		$628K Buy
1,288
+188
+17% +$87.6K ﹤0.01% 1980
2025
Q3 		$461K Sell
1,100
-166
-13% -$55.8K ﹤0.01% 2121
2025
Q2 		$364K Buy
1,266
+236
+23% +$70.5K ﹤0.01% 2212
2025
Q1 		$318K Sell
1,030
-127
-11% -$43.5K ﹤0.01% 2137
2024
Q4 		$408K Buy
1,157
+209
+22% +$76.8K ﹤0.01% 2016
2024
Q3 		$340K Sell
948
-244
-20% -$82.4K ﹤0.01% 2018
2024
Q2 		$380K Buy
1,192
+285
+31% +$75.4K ﹤0.01% 1968
2024
Q1 		$208K Buy
+907
New +$205K ﹤0.01% 2247
2023
Q1 		– Sell
-982
Closed -$273K – 2314
2022
Q4 		$273K Buy
+982
New +$248K ﹤0.01% 1807
2022
Q3 		– Sell
-1,052
Closed -$248K – 2243
2022
Q2 		$248K Buy
+1,052
New +$214K ﹤0.01% 1756

Other funds holding UTHR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Kestra Advisory Services's UTHR Position: Q3 2026 in Review

Kestra Advisory Services increased its United Therapeutics (UTHR) stake by 10% in Q3 2026, buying an estimated $72.9K and bringing the position to 1,496 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Kestra Advisory Services first reported a position in UTHR in Q2 2022 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Kestra Advisory Services held 1,496 shares of United Therapeutics worth $811K as of Q3 2026.
  • Kestra Advisory Services bought 141 United Therapeutics shares in Q3 2026, an estimated $72.9K.
  • United Therapeutics made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2109 holding.
  • Kestra Advisory Services first reported a position in United Therapeutics in Q2 2022 and has held it in 13 quarters since.
  • 276 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.