Envestnet Asset Management
UTMD icon

Envestnet Asset Management’s Utah Medical Products UTMD Stock Holding History

Envestnet Asset Management’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 		$728K Buy
10,548
+468
+5% +$31.1K ﹤0.01% 3828
2026
Q1 		$625K Buy
10,080
+3,469
+52% +$219K ﹤0.01% 3766
2025
Q4 		$370K Buy
6,611
+314
+5% +$18.2K ﹤0.01% 3893
2025
Q3 		$397K Sell
6,297
-3,447
-35% -$204K ﹤0.01% 3910
2025
Q2 		$555K Sell
9,744
-410
-4% -$22.3K ﹤0.01% 3622
2025
Q1 		$569K Buy
10,154
+2,781
+38% +$167K ﹤0.01% 3542
2024
Q4 		$453K Buy
7,373
+750
+11% +$48.5K ﹤0.01% 3632
2024
Q3 		$443K Buy
6,623
+1,006
+18% +$68.3K ﹤0.01% 3599
2024
Q2 		$375K Buy
5,617
+488
+10% +$33.2K ﹤0.01% 3603
2024
Q1 		$365K Buy
5,129
+1,074
+26% +$80.6K ﹤0.01% 3619
2023
Q4 		$342K Buy
4,055
+105
+3% +$8.71K ﹤0.01% 3544
2023
Q3 		$340K Buy
3,950
+85
+2% +$7.84K ﹤0.01% 3465
2023
Q2 		$360K Buy
3,865
+211
+6% +$19.9K ﹤0.01% 3391
2023
Q1 		$346K Buy
3,654
+51
+1% +$4.69K ﹤0.01% 3368
2022
Q4 		$362K Buy
3,603
+24
+0.7% +$2.19K ﹤0.01% 3300
2022
Q3 		$305K Sell
3,579
-11
-0.3% -$971 ﹤0.01% 3335
2022
Q2 		$308K Buy
3,590
+1,040
+41% +$88.7K ﹤0.01% 3338
2022
Q1 		$229K Hold
2,550
– – ﹤0.01% 3613
2021
Q4 		$255K Sell
2,550
-64
-2% -$6.53K ﹤0.01% 3506
2021
Q3 		$243K Hold
2,614
– – ﹤0.01% 3411
2021
Q2 		$222K Buy
2,614
+64
+3% +$5.54K ﹤0.01% 3440
2021
Q1 		$221K Buy
+2,550
New +$224K ﹤0.01% 3292

Other funds holding UTMD

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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Envestnet Asset Management's UTMD Position: Q2 2026 in Review

Envestnet Asset Management increased its Utah Medical Products (UTMD) stake by 4.6% in Q2 2026, buying an estimated $31.1K and bringing the position to 10,548 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #3828.

Envestnet Asset Management first reported a position in UTMD in Q1 2021 and has held it in 22 quarters since. 28 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Envestnet Asset Management held 10,548 shares of Utah Medical Products worth $728K as of Q2 2026.
  • Envestnet Asset Management bought 468 Utah Medical Products shares in Q2 2026, an estimated $31.1K.
  • Utah Medical Products made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3828 holding.
  • Envestnet Asset Management first reported a position in Utah Medical Products in Q1 2021 and has held it in 22 quarters since.
  • 28 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.