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Isthmus Partners’s Utah Medical Products UTMD Stock Holding History

Isthmus Partners’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 		– Sell
-9,233
Closed -$517K – 231
2025
Q4 		$517K Sell
9,233
-29,050
-76% -$1.68M 0.06% 140
2025
Q3 		$2.41M Buy
38,283
+4,488
+13% +$265K 0.53% 49
2025
Q2 		$1.92M Buy
33,795
+872
+3% +$47.4K 0.22% 95
2025
Q1 		$1.85M Buy
32,923
+1,459
+5% +$87.4K 0.23% 91
2024
Q4 		$1.93M Sell
31,464
-598
-2% -$38.7K 0.24% 100
2024
Q3 		$2.15M Sell
32,062
-7,905
-20% -$537K 0.25% 92
2024
Q2 		$2.67M Buy
39,967
+4,365
+12% +$297K 0.31% 93
2024
Q1 		$2.53M Buy
35,602
+12,903
+57% +$968K 0.29% 95
2023
Q4 		$1.91M Buy
22,699
+1,392
+7% +$115K 0.25% 90
2023
Q3 		$1.83M Buy
21,307
+370
+2% +$34.1K 0.26% 83
2023
Q2 		$1.95M Sell
20,937
-68
-0.3% -$6.41K 0.27% 83
2023
Q1 		$1.99M Buy
21,005
+732
+4% +$67.3K 0.28% 73
2022
Q4 		$2.04M Sell
20,273
-51
-0.3% -$4.66K 0.31% 66
2022
Q3 		$1.73M Buy
20,324
+1,164
+6% +$103K 0.3% 72
2022
Q2 		$1.65M Buy
19,160
+555
+3% +$47.3K 0.31% 74
2022
Q1 		$1.67M Buy
18,605
+1,071
+6% +$98.5K 0.27% 80
2021
Q4 		$1.75M Buy
17,534
+274
+2% +$28K 0.29% 80
2021
Q3 		$1.6M Buy
17,260
+167
+1% +$14.8K 0.29% 79
2021
Q2 		$1.45M Buy
17,093
+478
+3% +$41.4K 0.26% 89
2021
Q1 		$1.44M Buy
16,615
+2,767
+20% +$243K 0.26% 89
2020
Q4 		$1.17M Sell
13,848
-85
-0.6% -$7.25K 0.24% 95
2020
Q3 		$1.11M Buy
13,933
+372
+3% +$30.9K 0.26% 78
2020
Q2 		$1.2M Buy
13,561
+254
+2% +$22.8K 0.3% 66
2020
Q1 		$1.25M Sell
13,307
-141
-1% -$13.1K 0.38% 50
2019
Q4 		$1.45M Buy
13,448
+47
+0.4% +$4.76K 0.33% 60
2019
Q3 		$1.28M Buy
13,401
+384
+3% +$35.7K 0.3% 65
2019
Q2 		$1.25M Buy
13,017
+3,830
+42% +$322K 0.3% 63
2019
Q1 		$581K Sell
9,187
-3,123
-25% -$275K 0.14% 111
2018
Q4 		$1.02M Buy
12,310
+1,307
+12% +$115K 0.31% 69
2018
Q3 		$1.04M Buy
11,003
+118
+1% +$11.3K 0.26% 70
2018
Q2 		$1.2M Sell
10,885
-164
-1% -$17.1K 0.31% 60
2018
Q1 		$1.09M Buy
11,049
+80
+0.7% +$7.14K 0.3% 57
2017
Q4 		$893K Buy
10,969
+74
+0.7% +$5.78K 0.24% 77
2017
Q3 		$801K Buy
10,895
+141
+1% +$10.1K 0.22% 85
2017
Q2 		$779K Sell
10,754
-21
-0.2% -$1.38K 0.23% 87
2017
Q1 		$671K Buy
10,775
+274
+3% +$17.2K 0.2% 93
2016
Q4 		$764K Sell
10,501
-30
-0.3% -$1.95K 0.23% 80
2016
Q3 		$624K Buy
10,531
+266
+3% +$16.9K 0.2% 92
2016
Q2 		$647K Sell
10,265
-177
-2% -$11.4K 0.21% 80
2016
Q1 		$653K Buy
+10,442
New +$616K 0.22% 77

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

Isthmus Partners's UTMD Position: Q1 2026 in Review

Isthmus Partners sold out of Utah Medical Products (UTMD) in Q1 2026, closing a stake of 9,233 shares — an estimated $517K sold.

Isthmus Partners first reported a position in UTMD in Q1 2016 and held it in 40 quarters. The position peaked at $2.67M in Q2 2024. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • Isthmus Partners reported no remaining Utah Medical Products position as of Q1 2026 after selling out during the quarter.
  • Isthmus Partners sold 9,233 Utah Medical Products shares in Q1 2026, an estimated $517K.
  • Isthmus Partners first reported a position in Utah Medical Products in Q1 2016 and held it in 40 quarters.
  • Isthmus Partners's Utah Medical Products position peaked at $2.67M in Q2 2024.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Isthmus Partners's 13F filing for Q1 2026, filed 30 Apr 2026.