Root Financial Partners
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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
Q3 		$193K Buy
+356
New +$184K 0.01% 460
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

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

Root Financial Partners's UTHR Position: Q3 2026 in Review

Root Financial Partners opened a new position in United Therapeutics (UTHR) in Q3 2026: 356 shares worth $193K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UTHR as recently as Q1 2026.

Root Financial Partners first reported a position in UTHR in Q3 2025 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Root Financial Partners held 356 shares of United Therapeutics worth $193K as of Q3 2026.
  • United Therapeutics was a new Root Financial Partners position in Q3 2026.
  • United Therapeutics made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #460 holding.
  • Root Financial Partners first reported a position in United Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 424 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.