IFP Advisors
UTMD icon

IFP Advisors’s Utah Medical Products UTMD Stock Holding History

IFP 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
Q3 		$963 Hold
13
– – ﹤0.01% 4496
2026
Q2 		$897 Buy
13
+1
+8% +$66 ﹤0.01% 4529
2026
Q1 		$744 Sell
12
-1
-8% -$63 ﹤0.01% 4311
2025
Q4 		$727 Sell
13
-4
-24% -$232 ﹤0.01% 4173
2025
Q3 		$1.07K Buy
17
+7
+70% +$414 ﹤0.01% 3931
2025
Q2 		$569 Buy
+10
New +$544 ﹤0.01% 4401

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Wealth Enhancement Advisory Services
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Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's UTMD Position: Q3 2026 in Review

IFP Advisors held its Utah Medical Products (UTMD) position steady in Q3 2026 at 13 shares worth $963. The position accounts for ﹤0.01% of the portfolio, ranked #4496.

IFP Advisors first reported a position in UTMD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.07K in Q3 2025. 13 funds tracked by Wall St. Rank hold UTMD as of Q3 2026.

  • IFP Advisors held 13 shares of Utah Medical Products worth $963 as of Q3 2026.
  • IFP Advisors left its Utah Medical Products share count unchanged in Q3 2026.
  • Utah Medical Products made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4496 holding.
  • IFP Advisors first reported a position in Utah Medical Products in Q2 2025 and has held it in 6 quarters since.
  • IFP Advisors's Utah Medical Products position peaked at $1.07K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.