Stiles Financial Services
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Stiles Financial Services’s United Therapeutics UTHR Stock Holding History

Stiles Financial Services’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 		$218K Sell
403
-55
-12% -$28.4K 0.06% 170
2026
Q2 		$248K Hold
458
– – 0.06% 166
2026
Q1 		$272K Hold
458
– – 0.08% 150
2025
Q4 		$223K Buy
+458
New +$213K 0.07% 168
2024
Q3 		– Sell
-1,358
Closed -$433K – 196
2024
Q2 		$433K Hold
1,358
– – 0.17% 112
2024
Q1 		$312K Hold
1,358
– – 0.13% 132
2023
Q4 		$299K Hold
1,358
– – 0.14% 134
2023
Q3 		$307K Sell
1,358
-20
-1% -$4.61K 0.16% 131
2023
Q2 		$304K Hold
1,378
– – 0.15% 140
2023
Q1 		$309K Hold
1,378
– – 0.17% 140
2022
Q4 		$383K Hold
1,378
– – 0.22% 116
2022
Q3 		$289K Buy
1,378
+175
+15% +$39.1K 0.18% 130
2022
Q2 		$283K Hold
1,203
– – 0.17% 132
2022
Q1 		$216K Hold
1,203
– – 0.11% 164
2021
Q4 		$260K Buy
+1,203
New +$236K 0.13% 154

Other funds holding UTHR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Stiles Financial Services's UTHR Position: Q3 2026 in Review

Stiles Financial Services reduced its United Therapeutics (UTHR) stake by 12% in Q3 2026, selling an estimated $28.4K and leaving 403 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #170.

Stiles Financial Services first reported a position in UTHR in Q4 2021 and has held it in 15 quarters since. The position peaked at $433K in Q2 2024. 246 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Stiles Financial Services held 403 shares of United Therapeutics worth $218K as of Q3 2026.
  • Stiles Financial Services sold 55 United Therapeutics shares in Q3 2026, an estimated $28.4K.
  • United Therapeutics made up 0.06% of Stiles Financial Services's portfolio in Q3 2026, its #170 holding.
  • Stiles Financial Services first reported a position in United Therapeutics in Q4 2021 and has held it in 15 quarters since.
  • Stiles Financial Services's United Therapeutics position peaked at $433K in Q2 2024.
  • 246 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.