Hotchkis & Wiley Capital Management’s Utah Medical Products UTMD Stock Holding History

Hotchkis & Wiley Capital 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	$5.88M	Sell	85,231 -3,900	-4%	-$259K	0.02%	385
2026 Q1	$5.53M	Sell	89,131 -19,870	-18%	-$1.25M	0.02%	378
2025 Q4	$6.1M	Hold	109,001	–	–	0.02%	373
2025 Q3	$6.86M	Sell	109,001 -2,949	-3%	-$174K	0.02%	322
2025 Q2	$6.37M	Buy	111,950 +10,310	+10%	+$561K	0.02%	359
2025 Q1	$5.7M	Buy	101,640 +26,460	+35%	+$1.59M	0.02%	358
2024 Q4	$4.62M	Sell	75,180 -13,830	-16%	-$894K	0.02%	397
2024 Q3	$5.96M	Buy	89,010 +50,030	+128%	+$3.4M	0.02%	376
2024 Q2	$2.6M	Buy	38,980 +3,360	+9%	+$229K	0.01%	462
2024 Q1	$2.53M	Buy	+35,620	New	+$2.67M	0.01%	461

Other funds holding UTMD

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management's UTMD Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management reduced its Utah Medical Products (UTMD) stake by 4.4% in Q2 2026, selling an estimated $259K and leaving 85,231 shares worth $5.88M. The position accounts for 0.02% of the portfolio, ranked #385.

Hotchkis & Wiley Capital Management first reported a position in UTMD in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.86M in Q3 2025. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

Hotchkis & Wiley Capital Management held 85,231 shares of Utah Medical Products worth $5.88M as of Q2 2026.
Hotchkis & Wiley Capital Management sold 3,900 Utah Medical Products shares in Q2 2026, an estimated $259K.
Utah Medical Products made up 0.02% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #385 holding.
Hotchkis & Wiley Capital Management first reported a position in Utah Medical Products in Q1 2024 and has held it in 10 quarters since.
Hotchkis & Wiley Capital Management's Utah Medical Products position peaked at $6.86M in Q3 2025.
114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.