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Mark Sheptoff Financial Planning’s United Therapeutics UTHR Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q3 		– Sell
-8
Closed -$2.3K – 544
2025
Q2 		$2.3K Buy
+8
New +$2.39K ﹤0.01% 462
2015
Q4 		– Sell
-13
Closed -$2K – 430
2015
Q3 		$2K Buy
+13
New +$2.08K ﹤0.01% 355

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mark Sheptoff Financial Planning's UTHR Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of United Therapeutics (UTHR) in Q3 2025, closing a stake of 8 shares — an estimated $2.3K sold.

Mark Sheptoff Financial Planning first reported a position in UTHR in Q3 2015 and held it in 2 quarters. The position peaked at $2.3K in Q2 2025. 708 funds tracked by Wall St. Rank hold UTHR as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining United Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 8 United Therapeutics shares in Q3 2025, an estimated $2.3K.
  • Mark Sheptoff Financial Planning first reported a position in United Therapeutics in Q3 2015 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's United Therapeutics position peaked at $2.3K in Q2 2025.
  • 708 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.