AW
UTMD icon

Avion Wealth’s Utah Medical Products UTMD Stock Holding History

Avion Wealth’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 		$3K Hold
48
– – ﹤0.01% 1003
2026
Q1 		$2K Hold
48
– – ﹤0.01% 934
2025
Q4 		$2K Hold
48
– – ﹤0.01% 937
2025
Q3 		$3K Sell
48
-9
-16% -$532 ﹤0.01% 803
2025
Q2 		$3K Buy
57
+49
+613% +$2.67K ﹤0.01% 759
2025
Q1 		$0 Buy
+8
New +$479 ﹤0.01% 1364
2024
Q4 		– Sell
-7
Closed – – 1287
2024
Q3 		$0 Buy
+7
New +$475 ﹤0.01% 1342

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

Avion Wealth's UTMD Position: Q2 2026 in Review

Avion Wealth held its Utah Medical Products (UTMD) position steady in Q2 2026 at 48 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Avion Wealth first reported a position in UTMD in Q3 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Avion Wealth held 48 shares of Utah Medical Products worth $3K as of Q2 2026.
  • Avion Wealth left its Utah Medical Products share count unchanged in Q2 2026.
  • Utah Medical Products made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1003 holding.
  • Avion Wealth first reported a position in Utah Medical Products in Q3 2024 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.