Cornerstone Planning Group
UTMD icon

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
Q3 		– Sell
-22
Closed -$1.52K – 1627
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

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Cornerstone Planning Group's UTMD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Utah Medical Products (UTMD) in Q3 2026, closing a stake of 22 shares — an estimated $1.52K sold.

Cornerstone Planning Group first reported a position in UTMD in Q2 2024 and held it in 8 quarters. The position peaked at $14.1K in Q3 2025. 11 funds tracked by Wall St. Rank hold UTMD as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Utah Medical Products position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 22 Utah Medical Products shares in Q3 2026, an estimated $1.52K.
  • Cornerstone Planning Group first reported a position in Utah Medical Products in Q2 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's Utah Medical Products position peaked at $14.1K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.