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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
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 		$9.91K 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Kozak & Associates's UTHR Position: Q2 2026 in Review

Kozak & Associates held its United Therapeutics (UTHR) position steady in Q2 2026 at 21 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Kozak & Associates first reported a position in UTHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.1K in Q1 2026. 101 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • Kozak & Associates held 21 shares of United Therapeutics worth $11.5K as of Q2 2026.
  • Kozak & Associates left its United Therapeutics share count unchanged in Q2 2026.
  • United Therapeutics made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #254 holding.
  • Kozak & Associates first reported a position in United Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • Kozak & Associates's United Therapeutics position peaked at $12.1K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.