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 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 $14.1B AUM 25.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Services Network's UTMD Position: Q1 2026 in Review

Advisory Services Network opened a new position in Utah Medical Products (UTMD) in Q1 2026: 1,864 shares worth $116K. The stake represents ﹤0.01% of the portfolio and ranks #2114 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in UTMD as recently as Q3 2025.

Advisory Services Network first reported a position in UTMD in Q3 2015 and has held it in 39 quarters since. The position peaked at $561K in Q4 2019. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

Advisory Services Network held 1,864 shares of Utah Medical Products worth $116K as of Q1 2026.
Utah Medical Products was a new Advisory Services Network position in Q1 2026.
Utah Medical Products made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2114 holding.
Advisory Services Network first reported a position in Utah Medical Products in Q3 2015 and has held it in 39 quarters since.
Advisory Services Network's Utah Medical Products position peaked at $561K in Q4 2019.
119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.