True Wealth Design
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True Wealth Design’s United Therapeutics UTHR Stock Holding History

True Wealth Design’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 		$73.7K Sell
136
-26
-16% -$13.4K 0.02% 373
2026
Q2 		$87.8K Buy
162
+4
+3% +$2.25K 0.02% 293
2026
Q1 		$93.7K Sell
158
-80
-34% -$39.8K 0.03% 228
2025
Q4 		$116K Buy
238
+129
+118% +$60.1K 0.03% 157
2025
Q3 		$45.7K Buy
109
+96
+738% +$32.3K 0.01% 341
2025
Q2 		$3.74K Buy
13
+5
+63% +$1.49K ﹤0.01% 926
2025
Q1 		$2.47K Sell
8
-151
-95% -$51.7K ﹤0.01% 934
2024
Q4 		$56.1K Sell
159
-10
-6% -$3.68K 0.02% 145
2024
Q3 		$60.6K Sell
169
-3,274
-95% -$1.11M 0.02% 109
2024
Q2 		$1.1M Sell
3,443
-63
-2% -$16.7K 0.27% 29
2024
Q1 		$805K Buy
3,506
+190
+6% +$42.9K 0.2% 85
2023
Q4 		$729K Sell
3,316
-43
-1% -$9.9K 0.21% 96
2023
Q3 		$759K Buy
3,359
+3,358
+335,800% +$773K 0.25% 73
2023
Q2 		$221 Buy
+1
New +$222 ﹤0.01% 635

Other funds holding UTHR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

True Wealth Design's UTHR Position: Q3 2026 in Review

True Wealth Design reduced its United Therapeutics (UTHR) stake by 16% in Q3 2026, selling an estimated $13.4K and leaving 136 shares worth $73.7K. The position accounts for 0.02% of the portfolio, ranked #373.

True Wealth Design first reported a position in UTHR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.1M in Q2 2024. 150 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • True Wealth Design held 136 shares of United Therapeutics worth $73.7K as of Q3 2026.
  • True Wealth Design sold 26 United Therapeutics shares in Q3 2026, an estimated $13.4K.
  • United Therapeutics made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #373 holding.
  • True Wealth Design first reported a position in United Therapeutics in Q2 2023 and has held it in 14 quarters since.
  • True Wealth Design's United Therapeutics position peaked at $1.1M in Q2 2024.
  • 150 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.