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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
Q3 		$606K Buy
1,118
+174
+18% +$90K 0.26% 91
2026
Q2 		$512K Buy
944
+95
+11% +$53.5K 0.23% 107
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

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
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
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Whalen Wealth Management's UTHR Position: Q3 2026 in Review

Whalen Wealth Management increased its United Therapeutics (UTHR) stake by 18% in Q3 2026, buying an estimated $90K and bringing the position to 1,118 shares worth $606K. The position accounts for 0.26% of the portfolio, ranked #91.

Whalen Wealth Management first reported a position in UTHR in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Whalen Wealth Management held 1,118 shares of United Therapeutics worth $606K as of Q3 2026.
  • Whalen Wealth Management bought 174 United Therapeutics shares in Q3 2026, an estimated $90K.
  • United Therapeutics made up 0.26% of Whalen Wealth Management's portfolio in Q3 2026, its #91 holding.
  • Whalen Wealth Management first reported a position in United Therapeutics in Q4 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.