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Morningstar Investment Management’s United Therapeutics UTHR Stock Holding History

Morningstar Investment 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 		$933K Hold
1,573
– – 0.06% 209
2026
Q1 		$933K Sell
1,573
-1,912
-55% -$952K 0.06% 207
2025
Q4 		$1.7M Sell
3,485
-2
-0.1% -$931 0.1% 183
2025
Q3 		$1.46M Buy
+3,487
New +$1.17M 0.05% 297

Other funds holding UTHR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Morningstar Investment Management's UTHR Position: Q2 2026 in Review

Morningstar Investment Management held its United Therapeutics (UTHR) position steady in Q2 2026 at 1,573 shares worth $933K. The position accounts for 0.06% of the portfolio, ranked #209.

Morningstar Investment Management first reported a position in UTHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.7M in Q4 2025. 281 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Morningstar Investment Management held 1,573 shares of United Therapeutics worth $933K as of Q2 2026.
  • Morningstar Investment Management left its United Therapeutics share count unchanged in Q2 2026.
  • United Therapeutics made up 0.06% of Morningstar Investment Management's portfolio in Q2 2026, its #209 holding.
  • Morningstar Investment Management first reported a position in United Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's United Therapeutics position peaked at $1.7M in Q4 2025.
  • 281 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.