Hughes Financial Services
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Hughes Financial Services’s Utah Medical Products UTMD Stock Holding History

Hughes Financial Services’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 		$601 Hold
9
– – ﹤0.01% 1191
2026
Q2 		$621 Hold
9
– – ﹤0.01% 1035
2026
Q1 		$558 Hold
9
– – ﹤0.01% 913
2025
Q4 		$504 Sell
9
-10
-53% -$580 ﹤0.01% 930
2025
Q3 		$1.09K Hold
19
– – ﹤0.01% 700
2025
Q2 		$1.07K Buy
+19
New +$1.03K ﹤0.01% 692

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Hughes Financial Services's UTMD Position: Q3 2026 in Review

Hughes Financial Services held its Utah Medical Products (UTMD) position steady in Q3 2026 at 9 shares worth $601. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Hughes Financial Services first reported a position in UTMD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.09K in Q3 2025. 59 funds tracked by Wall St. Rank hold UTMD as of Q3 2026.

  • Hughes Financial Services held 9 shares of Utah Medical Products worth $601 as of Q3 2026.
  • Hughes Financial Services left its Utah Medical Products share count unchanged in Q3 2026.
  • Utah Medical Products made up ﹤0.01% of Hughes Financial Services's portfolio in Q3 2026, its #1191 holding.
  • Hughes Financial Services first reported a position in Utah Medical Products in Q2 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Utah Medical Products position peaked at $1.09K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2026.

Based on Hughes Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.