Copeland Capital Management’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $76.1K | Buy |
1,028
+3
| +0.3% | +$214 | ﹤0.01% | 247 |
|
|
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
MA
Copeland Capital Management's UTMD Position: Q3 2026 in Review
Copeland Capital Management increased its Utah Medical Products (UTMD) stake by 0.29% in Q3 2026, buying an estimated $214 and bringing the position to 1,028 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #247.
Copeland Capital Management first reported a position in UTMD in Q4 2018 and has held it in 31 quarters since. 95 funds tracked by Wall St. Rank hold UTMD as of Q3 2026.
- Copeland Capital Management held 1,028 shares of Utah Medical Products worth $76.1K as of Q3 2026.
- Copeland Capital Management bought 3 Utah Medical Products shares in Q3 2026, an estimated $214.
- Utah Medical Products made up ﹤0.01% of Copeland Capital Management's portfolio in Q3 2026, its #247 holding.
- Copeland Capital Management first reported a position in Utah Medical Products in Q4 2018 and has held it in 31 quarters since.
- 95 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2026.
Based on Copeland Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.