Bard Associates’s Utah Medical Products UTMD Stock Holding History

Bard Associates’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	$1.28M	Buy	18,455 +94	+0.5%	+$6.25K	0.28%	70
2026 Q1	$1.14M	Buy	18,361 +161	+0.9%	+$10.1K	0.29%	68
2025 Q4	$1.02M	Sell	18,200 -2,571	-12%	-$149K	0.26%	75
2025 Q3	$1.31M	Buy	20,771 +764	+4%	+$45.2K	0.35%	80
2025 Q2	$1.14M	Sell	20,007 -1,025	-5%	-$55.7K	0.37%	83
2025 Q1	$1.18M	Buy	21,032 +1,002	+5%	+$60K	0.44%	76
2024 Q4	$1.24M	Buy	20,030 +249	+1%	+$16.1K	0.42%	77
2024 Q3	$1.33M	Buy	19,781 +224	+1%	+$15.2K	0.45%	79
2024 Q2	$1.31M	Buy	19,557 +138	+0.7%	+$9.39K	0.5%	73
2024 Q1	$1.39M	Buy	19,419 +1,390	+8%	+$104K	0.5%	76
2023 Q4	$1.52M	Sell	18,029 -152	-0.8%	-$12.6K	0.58%	65
2023 Q3	$1.56M	Buy	+18,181	New	+$1.68M	0.65%	59

Other funds holding UTMD

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Associates's UTMD Position: Q2 2026 in Review

Bard Associates increased its Utah Medical Products (UTMD) stake by 0.51% in Q2 2026, buying an estimated $6.25K and bringing the position to 18,455 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #70.

Bard Associates first reported a position in UTMD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q3 2023. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

Bard Associates held 18,455 shares of Utah Medical Products worth $1.28M as of Q2 2026.
Bard Associates bought 94 Utah Medical Products shares in Q2 2026, an estimated $6.25K.
Utah Medical Products made up 0.28% of Bard Associates's portfolio in Q2 2026, its #70 holding.
Bard Associates first reported a position in Utah Medical Products in Q3 2023 and has held it in 12 quarters since.
Bard Associates's Utah Medical Products position peaked at $1.56M in Q3 2023.
114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.