Ritholtz Wealth Management
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Ritholtz Wealth Management’s United Therapeutics UTHR Stock Holding History

Ritholtz Wealth 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
Q3 		$1.37M Buy
2,536
+631
+33% +$326K 0.02% 551
2026
Q2 		$1.03M Buy
1,905
+803
+73% +$452K 0.02% 608
2026
Q1 		$653K Sell
1,102
-28
-2% -$13.9K 0.01% 693
2025
Q4 		$551K Buy
1,130
+168
+17% +$78.2K 0.01% 691
2025
Q3 		$403K Sell
962
-113
-11% -$38K 0.01% 744
2025
Q2 		$309K Buy
1,075
+250
+30% +$74.7K 0.01% 784
2025
Q1 		$254K Hold
825
– – 0.01% 792
2024
Q4 		$291K Sell
825
-14
-2% -$5.15K 0.01% 717
2024
Q3 		$301K Buy
839
+105
+14% +$35.5K 0.01% 699
2024
Q2 		$234K Buy
+734
New +$194K 0.01% 724
2023
Q1 		– Sell
-1,026
Closed -$285K – 672
2022
Q4 		$285K Sell
1,026
-267
-21% -$67.4K 0.02% 465
2022
Q3 		$271K Buy
1,293
+120
+10% +$26.8K 0.01% 574
2022
Q2 		$276K Sell
1,173
-250
-18% -$50.8K 0.02% 429
2022
Q1 		$255K Sell
1,423
-1,237
-47% -$236K 0.02% 447
2021
Q4 		$575K Buy
2,660
+67
+3% +$13.2K 0.04% 271
2021
Q3 		$479K Buy
2,593
+517
+25% +$102K 0.03% 279
2021
Q2 		$372K Buy
2,076
+508
+32% +$96.8K 0.03% 322
2021
Q1 		$262K Buy
+1,568
New +$261K 0.02% 345

Other funds holding UTHR

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Ritholtz Wealth Management's UTHR Position: Q3 2026 in Review

Ritholtz Wealth Management increased its United Therapeutics (UTHR) stake by 33% in Q3 2026, buying an estimated $326K and bringing the position to 2,536 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #551.

Ritholtz Wealth Management first reported a position in UTHR in Q1 2021 and has held it in 18 quarters since. 428 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Ritholtz Wealth Management held 2,536 shares of United Therapeutics worth $1.37M as of Q3 2026.
  • Ritholtz Wealth Management bought 631 United Therapeutics shares in Q3 2026, an estimated $326K.
  • United Therapeutics made up 0.02% of Ritholtz Wealth Management's portfolio in Q3 2026, its #551 holding.
  • Ritholtz Wealth Management first reported a position in United Therapeutics in Q1 2021 and has held it in 18 quarters since.
  • 428 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.