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SYM Financial Corp’s United Therapeutics UTHR Stock Holding History

SYM Financial Corp’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 		– Sell
-526
Closed -$256K – 462
2025
Q4 		$256K Buy
+526
New +$245K 0.03% 267

Other funds holding UTHR

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ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SYM Financial Corp's UTHR Position: Q1 2026 in Review

SYM Financial Corp sold out of United Therapeutics (UTHR) in Q1 2026, closing a stake of 526 shares — an estimated $256K sold.

SYM Financial Corp first reported a position in UTHR in Q4 2025 and held it in 1 quarter. The position peaked at $256K in Q4 2025. 854 funds tracked by Wall St. Rank hold UTHR as of Q1 2026.

  • SYM Financial Corp reported no remaining United Therapeutics position as of Q1 2026 after selling out during the quarter.
  • SYM Financial Corp sold 526 United Therapeutics shares in Q1 2026, an estimated $256K.
  • SYM Financial Corp first reported a position in United Therapeutics in Q4 2025 and held it in 1 quarter.
  • SYM Financial Corp's United Therapeutics position peaked at $256K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.