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Golden State Wealth Management’s Utah Medical Products UTMD Stock Holding History

Golden State Wealth 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 		$34.5K Hold
500
– – ﹤0.01% 816
2026
Q1 		$31K Hold
500
– – ﹤0.01% 809
2025
Q4 		$28K Hold
500
– – ﹤0.01% 839
2025
Q3 		$31.5K Hold
500
– – ﹤0.01% 796
2025
Q2 		$28.5K Hold
500
– – ﹤0.01% 787
2025
Q1 		$28K Hold
500
– – ﹤0.01% 722
2024
Q4 		$30.7K Buy
+500
New +$32.3K ﹤0.01% 669

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

Golden State Wealth Management's UTMD Position: Q2 2026 in Review

Golden State Wealth Management held its Utah Medical Products (UTMD) position steady in Q2 2026 at 500 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Golden State Wealth Management first reported a position in UTMD in Q4 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Golden State Wealth Management held 500 shares of Utah Medical Products worth $34.5K as of Q2 2026.
  • Golden State Wealth Management left its Utah Medical Products share count unchanged in Q2 2026.
  • Utah Medical Products made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #816 holding.
  • Golden State Wealth Management first reported a position in Utah Medical Products in Q4 2024 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.