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

Spire 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 		$114K Buy
211
+152
+258% +$78.6K ﹤0.01% 912
2026
Q2 		$32K Buy
+59
New +$33.2K ﹤0.01% 1297
2026
Q1 		– Sell
-309
Closed -$151K – 2408
2025
Q4 		$151K Buy
+309
New +$144K 0.01% 875
2025
Q2 		– Sell
-5
Closed -$1.54K – 2574
2025
Q1 		$1.54K Buy
5
+2
+67% +$685 ﹤0.01% 2320
2024
Q4 		$1.06K Buy
+3
New +$1.1K ﹤0.01% 2361
2022
Q1 		– Sell
-425
Closed -$92K – 2880
2021
Q4 		$92K Buy
+425
New +$83.4K ﹤0.01% 1436
2021
Q2 		– Sell
-752
Closed -$129K – 2966
2021
Q1 		$129K Buy
+752
New +$125K ﹤0.01% 1277

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

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

Spire Wealth Management increased its United Therapeutics (UTHR) stake by 258% in Q3 2026, buying an estimated $78.6K and bringing the position to 211 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Spire Wealth Management first reported a position in UTHR in Q1 2021 and has held it in 7 quarters since. The position peaked at $151K in Q4 2025. 428 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Spire Wealth Management held 211 shares of United Therapeutics worth $114K as of Q3 2026.
  • Spire Wealth Management bought 152 United Therapeutics shares in Q3 2026, an estimated $78.6K.
  • United Therapeutics made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #912 holding.
  • Spire Wealth Management first reported a position in United Therapeutics in Q1 2021 and has held it in 7 quarters since.
  • Spire Wealth Management's United Therapeutics position peaked at $151K in Q4 2025.
  • 428 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.