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Clearstead Advisors’s Utah Medical Products UTMD Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-3
Closed -$189 – 3262
2025
Q3 		$189 Buy
+3
New +$177 ﹤0.01% 2869

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Clearstead Advisors's UTMD Position: Q4 2025 in Review

Clearstead Advisors sold out of Utah Medical Products (UTMD) in Q4 2025, closing a stake of 3 shares — an estimated $189 sold.

Clearstead Advisors first reported a position in UTMD in Q3 2025 and held it in 1 quarter. The position peaked at $189 in Q3 2025. 117 funds tracked by Wall St. Rank hold UTMD as of Q4 2025.

  • Clearstead Advisors reported no remaining Utah Medical Products position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 3 Utah Medical Products shares in Q4 2025, an estimated $189.
  • Clearstead Advisors first reported a position in Utah Medical Products in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Utah Medical Products position peaked at $189 in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.