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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
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 $14.1B 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 $5.7T 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