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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
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

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

Covestor's UTMD Position: Q2 2026 in Review

Covestor increased its Utah Medical Products (UTMD) stake by 3.9% in Q2 2026, buying an estimated $399 and bringing the position to 158 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1552.

Covestor first reported a position in UTMD in Q3 2022 and has held it in 16 quarters since. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Covestor held 158 shares of Utah Medical Products worth $11K as of Q2 2026.
  • Covestor bought 6 Utah Medical Products shares in Q2 2026, an estimated $399.
  • Utah Medical Products made up 0.01% of Covestor's portfolio in Q2 2026, its #1552 holding.
  • Covestor first reported a position in Utah Medical Products in Q3 2022 and has held it in 16 quarters since.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.