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Allworth Financial’s Utah Medical Products UTMD Stock Holding History

Allworth Financial’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 		$1.59K Buy
23
+13
+130% +$864 ﹤0.01% 4589
2026
Q1 		$620 Buy
10
+3
+43% +$189 ﹤0.01% 4694
2025
Q4 		$392 Sell
7
-11
-61% -$638 ﹤0.01% 4584
2025
Q3 		$1.13K Buy
18
+15
+500% +$887 ﹤0.01% 4214
2025
Q2 		$171 Buy
+3
New +$163 ﹤0.01% 4340

Other funds holding UTMD

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's UTMD Position: Q2 2026 in Review

Allworth Financial increased its Utah Medical Products (UTMD) stake by 130% in Q2 2026, buying an estimated $864 and bringing the position to 23 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #4589.

Allworth Financial first reported a position in UTMD in Q2 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Allworth Financial held 23 shares of Utah Medical Products worth $1.59K as of Q2 2026.
  • Allworth Financial bought 13 Utah Medical Products shares in Q2 2026, an estimated $864.
  • Utah Medical Products made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4589 holding.
  • Allworth Financial first reported a position in Utah Medical Products in Q2 2025 and has held it in 5 quarters since.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.