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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
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 $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Root Financial Partners's UTHR Position: Q1 2026 in Review

Root Financial Partners increased its United Therapeutics (UTHR) stake by 135% in Q1 2026, buying an estimated $92.6K and bringing the position to 324 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #339.

Root Financial Partners first reported a position in UTHR in Q3 2025 and has held it in 3 quarters since. 850 funds tracked by Wall St. Rank hold UTHR as of Q1 2026.

  • Root Financial Partners held 324 shares of United Therapeutics worth $192K as of Q1 2026.
  • Root Financial Partners bought 186 United Therapeutics shares in Q1 2026, an estimated $92.6K.
  • United Therapeutics made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #339 holding.
  • Root Financial Partners first reported a position in United Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 850 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.