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Mount Yale Investment Advisors’s United Therapeutics UTHR Stock Holding History

Mount Yale Investment Advisors’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
-184
Closed -$52.9K – 1554
2025
Q2 		$52.9K Buy
+184
New +$55K ﹤0.01% 803
2021
Q1 		– Sell
-1,430
Closed -$217K – 452
2020
Q4 		$217K Buy
+1,430
New +$188K 0.03% 365
2020
Q3 		– Sell
-2,084
Closed -$252K – 376
2020
Q2 		$252K Buy
+2,084
New +$234K 0.05% 278

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

Mount Yale Investment Advisors's UTHR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of United Therapeutics (UTHR) in Q3 2025, closing a stake of 184 shares — an estimated $52.9K sold.

Mount Yale Investment Advisors first reported a position in UTHR in Q2 2020 and held it in 3 quarters. The position peaked at $252K in Q2 2020. 708 funds tracked by Wall St. Rank hold UTHR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining United Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 184 United Therapeutics shares in Q3 2025, an estimated $52.9K.
  • Mount Yale Investment Advisors first reported a position in United Therapeutics in Q2 2020 and held it in 3 quarters.
  • Mount Yale Investment Advisors's United Therapeutics position peaked at $252K in Q2 2020.
  • 708 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.