Lifestyle Asset Management’s United Therapeutics UTHR Stock Holding History

Lifestyle Asset 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	$2.48M	Sell	4,581 -129	-3%	-$72.7K	0.67%	37
2026 Q1	$2.79M	Buy	4,710 +150	+3%	+$74.7K	0.91%	22
2025 Q4	$2.22M	Buy	4,560 +153	+3%	+$71.3K	0.72%	41
2025 Q3	$1.85M	Buy	4,407 +583	+15%	+$196K	0.63%	44
2025 Q2	$1.1M	Buy	3,824 +300	+9%	+$89.7K	0.51%	47
2025 Q1	$1.09M	Sell	3,524 -190	-5%	-$65.1K	0.6%	34
2024 Q4	$1.31M	Sell	3,714 -77	-2%	-$28.3K	0.71%	25
2024 Q3	$1.36M	Sell	3,791 -95	-2%	-$32.1K	0.75%	20
2024 Q2	$1.24M	Sell	3,886 -395	-9%	-$105K	0.71%	24
2024 Q1	$983K	Sell	4,281 -318	-7%	-$71.8K	0.58%	49
2023 Q4	$1.01M	Buy	4,599 +41	+0.9%	+$9.45K	0.56%	46
2023 Q3	$1.03M	Buy	4,558 +113	+3%	+$26K	0.62%	34
2023 Q2	$981K	Buy	+4,445	New	+$985K	0.59%	36

Other funds holding UTHR

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Lifestyle Asset Management's UTHR Position: Q2 2026 in Review

Lifestyle Asset Management reduced its United Therapeutics (UTHR) stake by 2.7% in Q2 2026, selling an estimated $72.7K and leaving 4,581 shares worth $2.48M. The position accounts for 0.67% of the portfolio, ranked #37.

Lifestyle Asset Management first reported a position in UTHR in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.79M in Q1 2026. 133 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

Lifestyle Asset Management held 4,581 shares of United Therapeutics worth $2.48M as of Q2 2026.
Lifestyle Asset Management sold 129 United Therapeutics shares in Q2 2026, an estimated $72.7K.
United Therapeutics made up 0.67% of Lifestyle Asset Management's portfolio in Q2 2026, its #37 holding.
Lifestyle Asset Management first reported a position in United Therapeutics in Q2 2023 and has held it in 13 quarters since.
Lifestyle Asset Management's United Therapeutics position peaked at $2.79M in Q1 2026.
133 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.