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Cornerstone Planning Group’s Utah Medical Products UTMD Stock Holding History

Cornerstone Planning Group’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 		$1.52K Buy
22
+11
+100% +$731 ﹤0.01% 1393
2026
Q1 		$714 Hold
11
– – ﹤0.01% 1554
2025
Q4 		$669 Sell
11
-1,338
-99% -$77.6K ﹤0.01% 1447
2025
Q3 		$14.1K Buy
1,349
+1,309
+3,273% +$77.4K ﹤0.01% 679
2025
Q2 		$2.27K Buy
40
+31
+344% +$1.69K ﹤0.01% 907
2025
Q1 		$479 Sell
9
-26
-74% -$1.56K ﹤0.01% 1319
2024
Q4 		$2.25K Buy
+35
New +$2.26K ﹤0.01% 770
2024
Q3 		– Sell
-21
Closed -$1.38K – 1374
2024
Q2 		$1.38K Buy
+21
New +$1.43K ﹤0.01% 874

Other funds holding UTMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's UTMD Position: Q2 2026 in Review

Cornerstone Planning Group increased its Utah Medical Products (UTMD) stake by 100% in Q2 2026, buying an estimated $731 and bringing the position to 22 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Cornerstone Planning Group first reported a position in UTMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.1K in Q3 2025. 50 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Cornerstone Planning Group held 22 shares of Utah Medical Products worth $1.52K as of Q2 2026.
  • Cornerstone Planning Group bought 11 Utah Medical Products shares in Q2 2026, an estimated $731.
  • Utah Medical Products made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1393 holding.
  • Cornerstone Planning Group first reported a position in Utah Medical Products in Q2 2024 and has held it in 8 quarters since.
  • Cornerstone Planning Group's Utah Medical Products position peaked at $14.1K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.