Covestor
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Covestor’s Utah Medical Products UTMD Stock Holding History

Covestor’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 		$11K Sell
148
-10
-6% -$713 0.01% 1419
2026
Q2 		$11K Buy
158
+6
+4% +$399 0.01% 1552
2026
Q1 		$10K Buy
152
+134
+744% +$8.44K 0.01% 1430
2025
Q4 		$1K Sell
18
-7
-28% -$406 ﹤0.01% 2185
2025
Q3 		$2K Buy
25
+2
+9% +$118 ﹤0.01% 1993
2025
Q2 		$1K Sell
23
-11
-32% -$598 ﹤0.01% 2113
2025
Q1 		$2K Sell
34
-1
-3% -$60 ﹤0.01% 1898
2024
Q4 		$2K Buy
35
+8
+30% +$517 ﹤0.01% 1947
2024
Q3 		$2K Sell
27
-1
-4% -$68 ﹤0.01% 1864
2024
Q2 		$2K Buy
28
+20
+250% +$1.36K ﹤0.01% 1895
2024
Q1 		$1K Buy
8
+4
+100% +$300 ﹤0.01% 2130
2023
Q4 		$0 Hold
4
– – ﹤0.01% 2753
2023
Q3 		$0 Hold
4
– – ﹤0.01% 2748
2023
Q2 		$0 Sell
4
-2
-33% -$188 ﹤0.01% 2685
2023
Q1 		$1K Sell
6
-1
-14% -$92 ﹤0.01% 1909
2022
Q4 		$1K Sell
7
-9
-56% -$822 ﹤0.01% 1947
2022
Q3 		$1K Buy
+16
New +$1.41K ﹤0.01% 1862

Other funds holding UTMD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 36.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Covestor's UTMD Position: Q3 2026 in Review

Covestor reduced its Utah Medical Products (UTMD) stake by 6.3% in Q3 2026, selling an estimated $713 and leaving 148 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1419.

Covestor first reported a position in UTMD in Q3 2022 and has held it in 17 quarters since. 95 funds tracked by Wall St. Rank hold UTMD as of Q3 2026.

  • Covestor held 148 shares of Utah Medical Products worth $11K as of Q3 2026.
  • Covestor sold 10 Utah Medical Products shares in Q3 2026, an estimated $713.
  • Utah Medical Products made up 0.01% of Covestor's portfolio in Q3 2026, its #1419 holding.
  • Covestor first reported a position in Utah Medical Products in Q3 2022 and has held it in 17 quarters since.
  • 95 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.