USA Financial Formulas
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USA Financial Formulas’s United Therapeutics UTHR Stock Holding History

USA Financial Formulas’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 		$3.25K Sell
6
-428
-99% -$221K ﹤0.01% 344
2026
Q2 		$235K Buy
434
+433
+43,300% +$244K 0.04% 117
2026
Q1 		$593 Hold
1
– – ﹤0.01% 373
2025
Q4 		$487 Buy
+1
New +$466 ﹤0.01% 379
2025
Q1 		– Sell
-870
Closed -$307K – 369
2024
Q4 		$307K Buy
870
+779
+856% +$286K 0.05% 127
2024
Q3 		$32.6K Buy
+91
New +$30.7K 0.01% 229
2023
Q4 		– Sell
-227
Closed -$51.3K – 551
2023
Q3 		$51.3K Hold
227
– – 0.08% 202
2023
Q2 		$50.1K Sell
227
-17
-7% -$3.77K 0.08% 167
2023
Q1 		$54.6K Buy
+244
New +$60.2K 0.09% 124
2020
Q3 		– Sell
-4,384
Closed -$530K – 364
2020
Q2 		$530K Buy
+4,384
New +$493K 0.39% 46
2015
Q2 		– Sell
-3,167
Closed -$546K – 280
2015
Q1 		$546K Buy
+3,167
New +$483K 0.18% 92

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

USA Financial Formulas's UTHR Position: Q3 2026 in Review

USA Financial Formulas reduced its United Therapeutics (UTHR) stake by 99% in Q3 2026, selling an estimated $221K and leaving 6 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

USA Financial Formulas first reported a position in UTHR in Q1 2015 and has held it in 11 quarters since. The position peaked at $546K in Q1 2015. 428 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • USA Financial Formulas held 6 shares of United Therapeutics worth $3.25K as of Q3 2026.
  • USA Financial Formulas sold 428 United Therapeutics shares in Q3 2026, an estimated $221K.
  • United Therapeutics made up ﹤0.01% of USA Financial Formulas's portfolio in Q3 2026, its #344 holding.
  • USA Financial Formulas first reported a position in United Therapeutics in Q1 2015 and has held it in 11 quarters since.
  • USA Financial Formulas's United Therapeutics position peaked at $546K in Q1 2015.
  • 428 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.