RFP
UTHR icon

Root Financial Partners’s United Therapeutics UTHR Stock Holding History

Root Financial Partners’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 		– Sell
-324
Closed -$192K – 3049
2026
Q1 		$192K Buy
324
+186
+135% +$92.6K 0.01% 339
2025
Q4 		$67.2K Buy
138
+17
+14% +$7.92K ﹤0.01% 607
2025
Q3 		$50.7K Buy
+121
New +$40.7K ﹤0.01% 667

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

Root Financial Partners's UTHR Position: Q2 2026 in Review

Root Financial Partners sold out of United Therapeutics (UTHR) in Q2 2026, closing a stake of 324 shares — an estimated $192K sold.

Root Financial Partners first reported a position in UTHR in Q3 2025 and held it in 3 quarters. The position peaked at $192K in Q1 2026. 881 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Root Financial Partners reported no remaining United Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 324 United Therapeutics shares in Q2 2026, an estimated $192K.
  • Root Financial Partners first reported a position in United Therapeutics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's United Therapeutics position peaked at $192K in Q1 2026.
  • 881 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.