Allworth Financial
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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
Q3 		$1.59K Hold
23
– – ﹤0.01% 4716
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Allworth Financial's UTMD Position: Q3 2026 in Review

Allworth Financial held its Utah Medical Products (UTMD) position steady in Q3 2026 at 23 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #4716.

Allworth Financial first reported a position in UTMD in Q2 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold UTMD as of Q3 2026.

  • Allworth Financial held 23 shares of Utah Medical Products worth $1.59K as of Q3 2026.
  • Allworth Financial left its Utah Medical Products share count unchanged in Q3 2026.
  • Utah Medical Products made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #4716 holding.
  • Allworth Financial first reported a position in Utah Medical Products in Q2 2025 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.