Merit Financial Group
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Merit Financial Group’s United Therapeutics UTHR Stock Holding History

Merit Financial Group’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 		$4.99M Sell
9,213
-643
-7% -$332K 0.03% 465
2026
Q2 		$5.34M Sell
9,856
-246
-2% -$139K 0.03% 415
2026
Q1 		$5.99M Sell
10,102
-635
-6% -$316K 0.04% 347
2025
Q4 		$5.23M Buy
10,737
+3,321
+45% +$1.55M 0.04% 356
2025
Q3 		$3.11M Buy
7,416
+2,672
+56% +$899K 0.03% 432
2025
Q2 		$1.36M Buy
4,744
+1,401
+42% +$419K 0.02% 651
2025
Q1 		$1.03M Sell
3,343
-120
-3% -$41.1K 0.02% 642
2024
Q4 		$1.22M Buy
3,463
+927
+37% +$341K 0.02% 460
2024
Q3 		$909K Buy
2,536
+690
+37% +$233K 0.02% 448
2024
Q2 		$588K Buy
+1,846
New +$489K 0.01% 545

Other funds holding UTHR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Merit Financial Group's UTHR Position: Q3 2026 in Review

Merit Financial Group reduced its United Therapeutics (UTHR) stake by 6.5% in Q3 2026, selling an estimated $332K and leaving 9,213 shares worth $4.99M. The position accounts for 0.03% of the portfolio, ranked #465.

Merit Financial Group first reported a position in UTHR in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.99M in Q1 2026. 673 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Merit Financial Group held 9,213 shares of United Therapeutics worth $4.99M as of Q3 2026.
  • Merit Financial Group sold 643 United Therapeutics shares in Q3 2026, an estimated $332K.
  • United Therapeutics made up 0.03% of Merit Financial Group's portfolio in Q3 2026, its #465 holding.
  • Merit Financial Group first reported a position in United Therapeutics in Q2 2024 and has held it in 10 quarters since.
  • Merit Financial Group's United Therapeutics position peaked at $5.99M in Q1 2026.
  • 673 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.