Advisory Services Network’s Utah Medical Products UTMD Stock Holding History

Advisory Services Network’s Portfolio UTMD Stock Details UTMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,864	Closed	-$116K	–	4507
2026 Q1	$116K	Buy	+1,864	New	+$117K	﹤0.01%	2114
2025 Q4	–	Sell	-2,528	Closed	-$159K	–	4135
2025 Q3	$159K	Buy	+2,528	New	+$150K	﹤0.01%	1810
2025 Q2	–	Sell	-4,600	Closed	-$258K	–	1848
2025 Q1	$258K	Buy	+4,600	New	+$276K	0.01%	1400
2024 Q4	–	Sell	-4,793	Closed	-$320K	–	1725
2024 Q3	$320K	Hold	4,793	–	–	0.01%	1184
2024 Q2	$320K	Sell	4,793 -141	-3%	-$9.6K	0.01%	1184
2024 Q1	$351K	Buy	4,934 +49	+1%	+$3.67K	0.01%	1084
2023 Q4	$411K	Buy	4,885 +1,579	+48%	+$131K	0.01%	980
2023 Q3	$284K	Buy	3,306 +1	+0%	+$92	0.01%	1160
2023 Q2	$308K	Sell	3,305 -21	-0.6%	-$1.98K	0.01%	1115
2023 Q1	$315K	Buy	3,326 +1	+0%	+$92	0.01%	1112
2022 Q4	$334K	Buy	3,325 +2	+0.1%	+$183	0.01%	1035
2022 Q3	$283K	Buy	3,323 +2	+0.1%	+$177	0.01%	1048
2022 Q2	$285K	Buy	3,321 +2	+0.1%	+$171	0.01%	1092
2022 Q1	$298K	Hold	3,319	–	–	0.01%	1159
2021 Q4	$332K	Buy	3,319 +12	+0.4%	+$1.23K	0.01%	1065
2021 Q3	$307K	Buy	3,307 +1	+0%	+$88	0.01%	1092
2021 Q2	$281K	Buy	3,306 +59	+2%	+$5.11K	0.01%	1120
2021 Q1	$281K	Buy	3,247 +385	+13%	+$33.9K	0.01%	1058
2020 Q4	$241K	Hold	2,862	–	–	0.01%	993
2020 Q3	$229K	Hold	2,862	–	–	0.01%	923
2020 Q2	$254K	Sell	2,862 -2,058	-42%	-$185K	0.01%	860
2020 Q1	$463K	Sell	4,920 -280	-5%	-$26K	0.03%	542
2019 Q4	$561K	Sell	5,200 -140	-3%	-$14.2K	0.03%	595
2019 Q3	$511K	Hold	5,340	–	–	0.03%	550
2019 Q2	$511K	Sell	5,340 -40	-0.7%	-$3.37K	0.03%	549
2019 Q1	$475K	Sell	5,380 -180	-3%	-$15.8K	0.03%	534
2018 Q4	$462K	Buy	5,560 +40	+0.7%	+$3.52K	0.04%	485
2018 Q3	$520K	Buy	5,520 +1,625	+42%	+$155K	0.04%	506
2018 Q2	$374K	Buy	3,895 +170	+5%	+$17.8K	0.03%	579
2018 Q1	$368K	Buy	3,725 +35	+0.9%	+$3.12K	0.03%	602
2017 Q4	$300K	Buy	3,690 +150	+4%	+$11.7K	0.03%	640
2017 Q3	$260K	Buy	3,540 +2,690	+316%	+$193K	0.03%	570
2017 Q2	$62K	Hold	850	–	–	0.01%	982
2017 Q1	$53K	Buy	+850	New	+$53.5K	0.01%	979
2016 Q3	$51K	Hold	850	–	–	0.01%	869
2016 Q2	$54K	Hold	850	–	–	0.01%	760
2016 Q1	$53K	Hold	850	–	–	0.01%	646
2015 Q4	$50K	Hold	850	–	–	0.02%	584
2015 Q3	$46K	Buy	+850	New	+$46.4K	0.01%	547

Other funds holding UTMD

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Services Network's UTMD Position: Q2 2026 in Review

Advisory Services Network sold out of Utah Medical Products (UTMD) in Q2 2026, closing a stake of 1,864 shares — an estimated $116K sold.

Advisory Services Network first reported a position in UTMD in Q3 2015 and held it in 39 quarters. The position peaked at $561K in Q4 2019. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

Advisory Services Network reported no remaining Utah Medical Products position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,864 Utah Medical Products shares in Q2 2026, an estimated $116K.
Advisory Services Network first reported a position in Utah Medical Products in Q3 2015 and held it in 39 quarters.
Advisory Services Network's Utah Medical Products position peaked at $561K in Q4 2019.
114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.