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 Q3	$3.78K	Sell	51 -1	-2%	-$71	﹤0.01%	1640
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	$9K	Buy	143 +131	+1,092%	+$7.75K	﹤0.01%	1201
2025 Q2	$683	Buy	+12	New	+$653	﹤0.01%	1612

Other funds holding UTMD

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's UTMD Position: Q3 2026 in Review

Essential Partners reduced its Utah Medical Products (UTMD) stake by 1.9% in Q3 2026, selling an estimated $71 and leaving 51 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Essential Partners first reported a position in UTMD in Q2 2025 and has held it in 6 quarters since. The position peaked at $9K in Q3 2025. 15 funds tracked by Wall St. Rank hold UTMD as of Q3 2026.

Essential Partners held 51 shares of Utah Medical Products worth $3.78K as of Q3 2026.
Essential Partners sold 1 Utah Medical Products share in Q3 2026, an estimated $71.
Utah Medical Products made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1640 holding.
Essential Partners first reported a position in Utah Medical Products in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Utah Medical Products position peaked at $9K in Q3 2025.
15 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.