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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
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 $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's UTMD Position: Q1 2026 in Review

Allworth Financial increased its Utah Medical Products (UTMD) stake by 43% in Q1 2026, buying an estimated $189 and bringing the position to 10 shares worth $620. The position accounts for ﹤0.01% of the portfolio, ranked #4694.

Allworth Financial first reported a position in UTMD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.13K in Q3 2025. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • Allworth Financial held 10 shares of Utah Medical Products worth $620 as of Q1 2026.
  • Allworth Financial bought 3 Utah Medical Products shares in Q1 2026, an estimated $189.
  • Utah Medical Products made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4694 holding.
  • Allworth Financial first reported a position in Utah Medical Products in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's Utah Medical Products position peaked at $1.13K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.