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Copeland Capital Management’s Utah Medical Products UTMD Stock Holding History

Copeland Capital Management’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 		$70.7K Sell
1,025
-34
-3% -$2.26K ﹤0.01% 214
2026
Q1 		$65.6K Buy
1,059
+77
+8% +$4.85K ﹤0.01% 210
2025
Q4 		$55K Hold
982
– – ﹤0.01% 212
2025
Q3 		$61.8K Sell
982
-9
-0.9% -$532 ﹤0.01% 200
2025
Q2 		$56.4K Buy
991
+140
+16% +$7.61K ﹤0.01% 197
2025
Q1 		$47.7K Buy
851
+44
+5% +$2.64K ﹤0.01% 200
2024
Q4 		$49.6K Buy
807
+13
+2% +$840 ﹤0.01% 195
2024
Q3 		$53.1K Buy
+794
New +$53.9K ﹤0.01% 178
2024
Q2 		– Sell
-343
Closed -$24.4K – 250
2024
Q1 		$24.4K Buy
343
+5
+1% +$375 ﹤0.01% 206
2023
Q4 		$28.5K Hold
338
– – ﹤0.01% 188
2023
Q3 		$29.1K Buy
338
+2
+0.6% +$185 ﹤0.01% 177
2023
Q2 		$31.3K Sell
336
-81
-19% -$7.63K ﹤0.01% 170
2023
Q1 		$40K Buy
417
+33
+9% +$3.03K ﹤0.01% 166
2022
Q4 		$39K Buy
384
+6
+2% +$548 ﹤0.01% 163
2022
Q3 		$32K Buy
378
+5
+1% +$441 ﹤0.01% 168
2022
Q2 		$32K Buy
373
+10
+3% +$853 ﹤0.01% 181
2022
Q1 		$33K Buy
363
+7
+2% +$644 ﹤0.01% 183
2021
Q4 		$36K Sell
356
-41
-10% -$4.18K ﹤0.01% 174
2021
Q3 		$37K Hold
397
– – ﹤0.01% 167
2021
Q2 		$34K Buy
397
+10
+3% +$865 ﹤0.01% 165
2021
Q1 		$34K Buy
387
+99
+34% +$8.71K ﹤0.01% 163
2020
Q4 		$24K Hold
288
– – ﹤0.01% 173
2020
Q3 		$23K Buy
288
+45
+19% +$3.73K ﹤0.01% 158
2020
Q2 		$22K Buy
243
+6
+3% +$539 ﹤0.01% 157
2020
Q1 		$22K Buy
237
+28
+13% +$2.6K ﹤0.01% 154
2019
Q4 		$23K Sell
209
-2
-0.9% -$203 ﹤0.01% 162
2019
Q3 		$20K Hold
211
– – ﹤0.01% 164
2019
Q2 		$20K Buy
211
+7
+3% +$589 ﹤0.01% 167
2019
Q1 		$18K Buy
204
+5
+3% +$440 ﹤0.01% 164
2018
Q4 		$17K Buy
+199
New +$17.5K ﹤0.01% 165

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

Copeland Capital Management's UTMD Position: Q2 2026 in Review

Copeland Capital Management reduced its Utah Medical Products (UTMD) stake by 3.2% in Q2 2026, selling an estimated $2.26K and leaving 1,025 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Copeland Capital Management first reported a position in UTMD in Q4 2018 and has held it in 30 quarters since. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Copeland Capital Management held 1,025 shares of Utah Medical Products worth $70.7K as of Q2 2026.
  • Copeland Capital Management sold 34 Utah Medical Products shares in Q2 2026, an estimated $2.26K.
  • Utah Medical Products made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #214 holding.
  • Copeland Capital Management first reported a position in Utah Medical Products in Q4 2018 and has held it in 30 quarters since.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.