Carson Wealth (CWM LLC)
UTMD icon

Carson Wealth (CWM LLC)’s Utah Medical Products UTMD Stock Holding History

Carson Wealth (CWM LLC)’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 		$57.4K Sell
926
-31
-3% -$1.95K ﹤0.01% 3713
2025
Q4 		$54K Sell
957
-373
-28% -$21.6K ﹤0.01% 3556
2025
Q3 		$84K Buy
1,330
+501
+60% +$29.6K ﹤0.01% 3123
2025
Q2 		$47K Buy
829
+615
+287% +$33.4K ﹤0.01% 3337
2025
Q1 		$12K Buy
214
+47
+28% +$2.82K ﹤0.01% 4025
2024
Q4 		$10K Sell
167
-283
-63% -$18.3K ﹤0.01% 3894
2024
Q3 		$30K Buy
450
+155
+53% +$10.5K ﹤0.01% 3102
2024
Q2 		$20K Buy
+295
New +$20.1K ﹤0.01% 3123
2019
Q1 		– Sell
-9
Closed -$1K – 3287
2018
Q4 		$1K Hold
9
– – ﹤0.01% 2005
2018
Q3 		$1K Hold
9
– – ﹤0.01% 1762
2018
Q2 		$1K Buy
+9
New +$940 ﹤0.01% 1611

Other funds holding UTMD

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UTMD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Utah Medical Products (UTMD) stake by 3.2% in Q1 2026, selling an estimated $1.95K and leaving 926 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

Carson Wealth (CWM LLC) first reported a position in UTMD in Q2 2018 and has held it in 11 quarters since. The position peaked at $84K in Q3 2025. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 926 shares of Utah Medical Products worth $57.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 31 Utah Medical Products shares in Q1 2026, an estimated $1.95K.
  • Utah Medical Products made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3713 holding.
  • Carson Wealth (CWM LLC) first reported a position in Utah Medical Products in Q2 2018 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Utah Medical Products position peaked at $84K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.