Invesco
UTMD icon

Invesco’s Utah Medical Products UTMD Stock Holding History

Invesco’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
Q1 		$255K Sell
4,117
-1,903
-32% -$120K ﹤0.01% 3403
2025
Q4 		$337K Buy
6,020
+243
+4% +$14.1K ﹤0.01% 3342
2025
Q3 		$364K Buy
5,777
+822
+17% +$48.6K ﹤0.01% 3353
2025
Q2 		$282K Buy
4,955
+1,253
+34% +$68.1K ﹤0.01% 3388
2025
Q1 		$207K Buy
+3,702
New +$222K ﹤0.01% 3500
2024
Q3 		– Sell
-6,650
Closed -$444K – 3893
2024
Q2 		$444K Buy
6,650
+1,195
+22% +$81.3K ﹤0.01% 3325
2024
Q1 		$388K Buy
+5,455
New +$409K ﹤0.01% 3444
2023
Q4 		– Sell
-2,718
Closed -$234K – 3896
2023
Q3 		$234K Buy
2,718
+34
+1% +$3.14K ﹤0.01% 3538
2023
Q2 		$250K Buy
2,684
+86
+3% +$8.1K ﹤0.01% 3552
2023
Q1 		$246K Sell
2,598
-964
-27% -$88.6K ﹤0.01% 3560
2022
Q4 		$358K Buy
3,562
+1,208
+51% +$110K ﹤0.01% 3430
2022
Q3 		$201K Buy
+2,354
New +$208K ﹤0.01% 3681
2022
Q2 		– Sell
-2,384
Closed -$214K – 4149
2022
Q1 		$214K Sell
2,384
-2,676
-53% -$246K ﹤0.01% 3760
2021
Q4 		$506K Buy
5,060
+1,160
+30% +$118K ﹤0.01% 3384
2021
Q3 		$362K Buy
3,900
+299
+8% +$26.4K ﹤0.01% 3572
2021
Q2 		$306K Sell
3,601
-105
-3% -$9.09K ﹤0.01% 3624
2021
Q1 		$321K Buy
3,706
+600
+19% +$52.8K ﹤0.01% 3526
2020
Q4 		$262K Buy
3,106
+496
+19% +$42.3K ﹤0.01% 3463
2020
Q3 		$208K Sell
2,610
-54
-2% -$4.48K ﹤0.01% 3447
2020
Q2 		$236K Sell
2,664
-6,672
-71% -$599K ﹤0.01% 3418
2020
Q1 		$878K Sell
9,336
-2,704
-22% -$251K ﹤0.01% 2788
2019
Q4 		$1.3M Buy
12,040
+447
+4% +$45.3K ﹤0.01% 2859
2019
Q3 		$1.11M Buy
11,593
+8,889
+329% +$826K ﹤0.01% 2942
2019
Q2 		$259K Buy
2,704
+44
+2% +$3.7K ﹤0.01% 3540
2019
Q1 		$235K Sell
2,660
-636
-19% -$55.9K ﹤0.01% 3583
2018
Q4 		$274K Sell
3,296
-16,879
-84% -$1.49M ﹤0.01% 3481
2018
Q3 		$1.9M Buy
20,175
+2,003
+11% +$191K ﹤0.01% 2794
2018
Q2 		$2M Buy
18,172
+15,876
+691% +$1.66M ﹤0.01% 2753
2018
Q1 		$227K Buy
+2,296
New +$205K ﹤0.01% 3570
2015
Q3 		– Sell
-94
Closed -$6K – 3996
2015
Q2 		$6K Buy
94
+24
+34% +$1.35K ﹤0.01% 4138
2015
Q1 		$4K Hold
70
– – ﹤0.01% 3992
2014
Q4 		$4K Sell
70
-5
-7% -$277 ﹤0.01% 4042
2014
Q3 		$4K Hold
75
– – ﹤0.01% 4068
2014
Q2 		$4K Sell
75
-814
-92% -$41.8K ﹤0.01% 4051
2014
Q1 		$51K Buy
889
+89
+11% +$4.86K ﹤0.01% 3947
2013
Q4 		$46K Hold
800
– – ﹤0.01% 4102
2013
Q3 		$48K Buy
+800
New +$43.7K ﹤0.01% 4082

Other funds holding UTMD

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco's UTMD Position: Q1 2026 in Review

Invesco reduced its Utah Medical Products (UTMD) stake by 32% in Q1 2026, selling an estimated $120K and leaving 4,117 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

Invesco first reported a position in UTMD in Q3 2013 and has held it in 37 quarters since. The position peaked at $2M in Q2 2018. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • Invesco held 4,117 shares of Utah Medical Products worth $255K as of Q1 2026.
  • Invesco sold 1,903 Utah Medical Products shares in Q1 2026, an estimated $120K.
  • Utah Medical Products made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3403 holding.
  • Invesco first reported a position in Utah Medical Products in Q3 2013 and has held it in 37 quarters since.
  • Invesco's Utah Medical Products position peaked at $2M in Q2 2018.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.