Kozak & Associates
IMTX icon

Kozak & Associates’s Immatics IMTX Stock Holding History

Kozak & Associates’s Portfolio IMTX Stock Details IMTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.22K Buy
+1,118
New +$10.3K ﹤0.01% 268

Other funds holding IMTX

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
James T. Borello
James T. Borello East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Kozak & Associates's IMTX Position: Q3 2026 in Review

Kozak & Associates opened a new position in Immatics (IMTX) in Q3 2026: 1,118 shares worth $8.22K. The stake represents ﹤0.01% of the portfolio and ranks #268 among its holdings.

8 funds tracked by Wall St. Rank hold IMTX as of Q3 2026.

  • Kozak & Associates held 1,118 shares of Immatics worth $8.22K as of Q3 2026.
  • Immatics was a new Kozak & Associates position in Q3 2026.
  • Immatics made up ﹤0.01% of Kozak & Associates's portfolio in Q3 2026, its #268 holding.
  • 8 funds tracked by Wall St. Rank held Immatics as of Q3 2026.

Based on Kozak & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.