Kozak & Associates
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Kozak & Associates’s United Therapeutics UTHR Stock Holding History

Kozak & Associates’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 		$12.3K Hold
21
– – ﹤0.01% 230
2026
Q2 		$11.5K Hold
21
– – ﹤0.01% 254
2026
Q1 		$12.1K Hold
21
– – ﹤0.01% 248
2025
Q4 		$10.1K Hold
21
– – ﹤0.01% 253
2025
Q3 		$9.9K Hold
21
– – ﹤0.01% 253
2025
Q2 		$6.31K Hold
21
– – ﹤0.01% 272
2025
Q1 		$5.97K Hold
21
– – ﹤0.01% 269
2024
Q4 		$7.48K Hold
21
– – ﹤0.01% 264
2024
Q3 		$7.77K Hold
21
– – ﹤0.01% 250
2024
Q2 		$6.53K Hold
21
– – ﹤0.01% 252
2024
Q1 		$5.72K Buy
+21
New +$4.74K ﹤0.01% 269

Other funds holding UTHR

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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

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

Kozak & Associates held its United Therapeutics (UTHR) position steady in Q3 2026 at 21 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Kozak & Associates first reported a position in UTHR in Q1 2024 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold UTHR as of Q3 2026.

  • Kozak & Associates held 21 shares of United Therapeutics worth $12.3K as of Q3 2026.
  • Kozak & Associates left its United Therapeutics share count unchanged in Q3 2026.
  • United Therapeutics made up ﹤0.01% of Kozak & Associates's portfolio in Q3 2026, its #230 holding.
  • Kozak & Associates first reported a position in United Therapeutics in Q1 2024 and has held it in 11 quarters since.
  • 359 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2026.

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