Lido Advisors
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Lido Advisors’s United Therapeutics UTHR Stock Holding History

Lido Advisors’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 		$905K Sell
1,669
-143
-8% -$73.9K ﹤0.01% 1139
2026
Q2 		$982K Buy
1,812
+159
+10% +$89.5K ﹤0.01% 1100
2026
Q1 		$981K Buy
1,653
+1,009
+157% +$503K ﹤0.01% 975
2025
Q4 		$275K Buy
644
+69
+12% +$32.1K ﹤0.01% 1609
2025
Q3 		$241K Buy
+575
New +$193K ﹤0.01% 1600
2021
Q4 		– Sell
-1,554
Closed -$286K – 1050
2021
Q3 		$286K Buy
+1,554
New +$306K ﹤0.01% 766
2020
Q3 		– Sell
-2,116
Closed -$256K – 692
2020
Q2 		$256K Sell
2,116
-53
-2% -$5.96K 0.01% 489
2020
Q1 		$206K Buy
+2,169
New +$206K 0.01% 515

Other funds holding UTHR

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Lido Advisors's UTHR Position: Q3 2026 in Review

Lido Advisors reduced its United Therapeutics (UTHR) stake by 7.9% in Q3 2026, selling an estimated $73.9K and leaving 1,669 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Lido Advisors first reported a position in UTHR in Q1 2020 and has held it in 8 quarters since. The position peaked at $982K in Q2 2026. 439 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Lido Advisors held 1,669 shares of United Therapeutics worth $905K as of Q3 2026.
  • Lido Advisors sold 143 United Therapeutics shares in Q3 2026, an estimated $73.9K.
  • United Therapeutics made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1139 holding.
  • Lido Advisors first reported a position in United Therapeutics in Q1 2020 and has held it in 8 quarters since.
  • Lido Advisors's United Therapeutics position peaked at $982K in Q2 2026.
  • 439 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.