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Marshall Financial Group (Maryland)’s United Therapeutics UTHR Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.01M Buy
1,870
+57
+3% +$32.1K 0.15% 131
2026
Q1 		$1.08M Buy
1,813
+8
+0.4% +$3.98K 0.17% 108
2025
Q4 		$879K Buy
+1,805
New +$841K 0.17% 133

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
JT
Jupiter Topco New York $245B AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall Financial Group (Maryland)'s UTHR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its United Therapeutics (UTHR) stake by 3.1% in Q2 2026, buying an estimated $32.1K and bringing the position to 1,870 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #131.

Marshall Financial Group (Maryland) first reported a position in UTHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2026. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,870 shares of United Therapeutics worth $1.01M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 57 United Therapeutics shares in Q2 2026, an estimated $32.1K.
  • United Therapeutics made up 0.15% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #131 holding.
  • Marshall Financial Group (Maryland) first reported a position in United Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Marshall Financial Group (Maryland)'s United Therapeutics position peaked at $1.08M in Q1 2026.
  • 880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.