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Toth Financial Advisory’s United Therapeutics UTHR Stock Holding History

Toth Financial Advisory’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 		$54.2K Buy
100
+50
+100% +$25.9K 0.01% 370
2026
Q2 		$27.1K Buy
50
+48
+2,400% +$27K ﹤0.01% 465
2026
Q1 		$1.19K Sell
2
-44
-96% -$21.9K ﹤0.01% 789
2025
Q4 		$22.4K Buy
+46
New +$21.4K ﹤0.01% 468
2025
Q3 		– Sell
-10
Closed -$2.87K – 838
2025
Q2 		$2.87K Sell
10
-1,300
-99% -$389K ﹤0.01% 606
2025
Q1 		$404K Sell
1,310
-1,760
-57% -$603K 0.05% 170
2024
Q4 		$1.08M Buy
3,070
+180
+6% +$66.2K 0.13% 121
2024
Q3 		$1.04M Buy
2,890
+1,590
+122% +$537K 0.12% 121
2024
Q2 		$414K Buy
+1,300
New +$344K 0.05% 163

Other funds holding UTHR

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Toth Financial Advisory's UTHR Position: Q3 2026 in Review

Toth Financial Advisory increased its United Therapeutics (UTHR) stake by 100% in Q3 2026, buying an estimated $25.9K and bringing the position to 100 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #370.

Toth Financial Advisory first reported a position in UTHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q4 2024. 23 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Toth Financial Advisory held 100 shares of United Therapeutics worth $54.2K as of Q3 2026.
  • Toth Financial Advisory bought 50 United Therapeutics shares in Q3 2026, an estimated $25.9K.
  • United Therapeutics made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #370 holding.
  • Toth Financial Advisory first reported a position in United Therapeutics in Q2 2024 and has held it in 9 quarters since.
  • Toth Financial Advisory's United Therapeutics position peaked at $1.08M in Q4 2024.
  • 23 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.