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Whalen Wealth Management’s United Therapeutics UTHR Stock Holding History

Whalen Wealth Management’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 		$503K Sell
849
-167
-16% -$83.2K 0.27% 93
2025
Q4 		$495K Buy
+1,016
New +$473K 0.27% 96

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Whalen Wealth Management's UTHR Position: Q1 2026 in Review

Whalen Wealth Management reduced its United Therapeutics (UTHR) stake by 16% in Q1 2026, selling an estimated $83.2K and leaving 849 shares worth $503K. The position accounts for 0.27% of the portfolio, ranked #93.

Whalen Wealth Management first reported a position in UTHR in Q4 2025 and has held it in 2 quarters since. 850 funds tracked by Wall St. Rank hold UTHR as of Q1 2026.

  • Whalen Wealth Management held 849 shares of United Therapeutics worth $503K as of Q1 2026.
  • Whalen Wealth Management sold 167 United Therapeutics shares in Q1 2026, an estimated $83.2K.
  • United Therapeutics made up 0.27% of Whalen Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Whalen Wealth Management first reported a position in United Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 850 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.