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Essential Partners’s Utah Medical Products UTMD Stock Holding History

Essential Partners’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 		$3.59K Sell
52
-35
-40% -$2.33K ﹤0.01% 1695
2026
Q1 		$5.39K Hold
87
– – ﹤0.01% 1539
2025
Q4 		$4.87K Sell
87
-56
-39% -$3.25K ﹤0.01% 1440
2025
Q3 		$9.01K Buy
143
+131
+1,092% +$7.75K ﹤0.01% 1201
2025
Q2 		$683 Buy
+12
New +$653 ﹤0.01% 1612

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

Essential Partners's UTMD Position: Q2 2026 in Review

Essential Partners reduced its Utah Medical Products (UTMD) stake by 40% in Q2 2026, selling an estimated $2.33K and leaving 52 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Essential Partners first reported a position in UTMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.01K in Q3 2025. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Essential Partners held 52 shares of Utah Medical Products worth $3.59K as of Q2 2026.
  • Essential Partners sold 35 Utah Medical Products shares in Q2 2026, an estimated $2.33K.
  • Utah Medical Products made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1695 holding.
  • Essential Partners first reported a position in Utah Medical Products in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Utah Medical Products position peaked at $9.01K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.