Everett Harris & Co’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.58M | Buy |
25,564
+4,220
| +20% | +$266K | 0.02% | 129 |
|
|
2025
Q4 | $1.19M | Buy |
21,344
+4,151
| +24% | +$241K | 0.01% | 149 |
|
|
2025
Q3 | $1.08M | Sell |
17,193
-285
| -2% | -$16.9K | 0.01% | 153 |
|
|
2025
Q2 | $995K | Buy |
17,478
+362
| +2% | +$19.7K | 0.01% | 159 |
|
|
2025
Q1 | $959K | Buy |
17,116
+13,114
| +328% | +$786K | 0.01% | 149 |
|
|
2024
Q4 | $246K | Sell |
4,002
-1,230
| -24% | -$79.5K | ﹤0.01% | 265 |
|
|
2024
Q3 | $350K | Sell |
5,232
-2,770
| -35% | -$188K | ﹤0.01% | 219 |
|
|
2024
Q2 | $535K | Sell |
8,002
-6,336
| -44% | -$431K | 0.01% | 177 |
|
|
2024
Q1 | $1.02M | Sell |
14,338
-490
| -3% | -$36.8K | 0.01% | 134 |
|
|
2023
Q4 | $1.25M | Buy |
14,828
+517
| +4% | +$42.9K | 0.02% | 121 |
|
|
2023
Q3 | $1.23M | Buy |
14,311
+385
| +3% | +$35.5K | 0.02% | 116 |
|
|
2023
Q2 | $1.3M | Buy |
13,926
+106
| +0.8% | +$9.99K | 0.02% | 119 |
|
|
2023
Q1 | $1.31M | Buy |
13,820
+15
| +0.1% | +$1.38K | 0.02% | 118 |
|
|
2022
Q4 | $1.39M | Buy |
13,805
+45
| +0.3% | +$4.11K | 0.02% | 114 |
|
|
2022
Q3 | $1.17M | Buy |
13,760
+120
| +0.9% | +$10.6K | 0.02% | 117 |
|
|
2022
Q2 | $1.17M | Buy |
13,640
+215
| +2% | +$18.3K | 0.02% | 127 |
|
|
2022
Q1 | $1.21M | Sell |
13,425
-305
| -2% | -$28K | 0.02% | 134 |
|
|
2021
Q4 | $1.37M | Sell |
13,730
-950
| -6% | -$96.9K | 0.02% | 121 |
|
|
2021
Q3 | $1.36M | Buy |
14,680
+1,100
| +8% | +$97.2K | 0.02% | 123 |
|
|
2021
Q2 | $1.16M | Buy |
13,580
+1,695
| +14% | +$147K | 0.02% | 137 |
|
|
2021
Q1 | $1.03M | Buy |
11,885
+970
| +9% | +$85.3K | 0.02% | 136 |
|
|
2020
Q4 | $920K | Buy |
10,915
+765
| +8% | +$65.2K | 0.02% | 137 |
|
|
2020
Q3 | $811K | Buy |
10,150
+2,220
| +28% | +$184K | 0.02% | 140 |
|
|
2020
Q2 | $703K | Buy |
7,930
+85
| +1% | +$7.63K | 0.02% | 145 |
|
|
2020
Q1 | $738K | Buy |
7,845
+1,521
| +24% | +$141K | 0.02% | 133 |
|
|
2019
Q4 | $682K | Sell |
6,324
-2,811
| -31% | -$285K | 0.02% | 159 |
|
|
2019
Q3 | $875K | Hold |
9,135
| – | – | 0.02% | 136 |
|
|
2019
Q2 | $874K | Buy |
9,135
+6,360
| +229% | +$535K | 0.02% | 140 |
|
|
2019
Q1 | $245K | Sell |
2,775
-305
| -10% | -$26.8K | 0.01% | 220 |
|
|
2018
Q4 | $256K | Sell |
3,080
-40
| -1% | -$3.52K | 0.01% | 206 |
|
|
2018
Q3 | $294K | Buy |
3,120
+135
| +5% | +$12.9K | 0.01% | 211 |
|
|
2018
Q2 | $329K | Sell |
2,985
-560
| -16% | -$58.5K | 0.01% | 203 |
|
|
2018
Q1 | $350K | Hold |
3,545
| – | – | 0.01% | 193 |
|
|
2017
Q4 | $289K | Buy |
3,545
+225
| +7% | +$17.6K | 0.01% | 208 |
|
|
2017
Q3 | $244K | Buy |
3,320
+425
| +15% | +$30.6K | 0.01% | 217 |
|
|
2017
Q2 | $210K | Buy |
+2,895
| New | +$191K | 0.01% | 223 |
|
Other funds holding UTMD
BIP
VCM
MA
RHJA
Everett Harris & Co's UTMD Position: Q1 2026 in Review
Everett Harris & Co increased its Utah Medical Products (UTMD) stake by 20% in Q1 2026, buying an estimated $266K and bringing the position to 25,564 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #129.
Everett Harris & Co first reported a position in UTMD in Q2 2017 and has held it in 36 quarters since. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.
- Everett Harris & Co held 25,564 shares of Utah Medical Products worth $1.58M as of Q1 2026.
- Everett Harris & Co bought 4,220 Utah Medical Products shares in Q1 2026, an estimated $266K.
- Utah Medical Products made up 0.02% of Everett Harris & Co's portfolio in Q1 2026, its #129 holding.
- Everett Harris & Co first reported a position in Utah Medical Products in Q2 2017 and has held it in 36 quarters since.
- 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.
Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.