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EverSource Wealth Advisors’s Utah Medical Products UTMD Stock Holding History

EverSource Wealth Advisors’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 		$2.48K Buy
36
+2
+6% +$133 ﹤0.01% 3639
2026
Q1 		$2.11K Sell
34
-28
-45% -$1.76K ﹤0.01% 3625
2025
Q4 		$3.47K Sell
62
-37
-37% -$2.15K ﹤0.01% 3273
2025
Q3 		$6.23K Sell
99
-135
-58% -$7.99K ﹤0.01% 3052
2025
Q2 		$13.3K Buy
234
+226
+2,825% +$12.3K ﹤0.01% 2606
2025
Q1 		$448 Hold
8
– – ﹤0.01% 3491
2024
Q4 		$492 Buy
+8
New +$517 ﹤0.01% 3205

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 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

EverSource Wealth Advisors's UTMD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Utah Medical Products (UTMD) stake by 5.9% in Q2 2026, buying an estimated $133 and bringing the position to 36 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3639.

EverSource Wealth Advisors first reported a position in UTMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3K in Q2 2025. 30 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • EverSource Wealth Advisors held 36 shares of Utah Medical Products worth $2.48K as of Q2 2026.
  • EverSource Wealth Advisors bought 2 Utah Medical Products shares in Q2 2026, an estimated $133.
  • Utah Medical Products made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3639 holding.
  • EverSource Wealth Advisors first reported a position in Utah Medical Products in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Utah Medical Products position peaked at $13.3K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.