Jones Financial Companies
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Jones Financial Companies’s Utah Medical Products UTMD Stock Holding History

Jones Financial Companies’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 		$15.9K Sell
259
-85
-25% -$5.36K ﹤0.01% 3387
2025
Q4 		$19.3K Buy
344
+160
+87% +$9.28K ﹤0.01% 2939
2025
Q3 		$11.6K Buy
184
+35
+23% +$2.07K ﹤0.01% 3022
2025
Q2 		$8.61K Hold
149
– – ﹤0.01% 2926
2025
Q1 		$8.37K Buy
+149
New +$8.93K ﹤0.01% 2783

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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

Jones Financial Companies's UTMD Position: Q1 2026 in Review

Jones Financial Companies reduced its Utah Medical Products (UTMD) stake by 25% in Q1 2026, selling an estimated $5.36K and leaving 259 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3387.

Jones Financial Companies first reported a position in UTMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.3K in Q4 2025. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • Jones Financial Companies held 259 shares of Utah Medical Products worth $15.9K as of Q1 2026.
  • Jones Financial Companies sold 85 Utah Medical Products shares in Q1 2026, an estimated $5.36K.
  • Utah Medical Products made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3387 holding.
  • Jones Financial Companies first reported a position in Utah Medical Products in Q1 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Utah Medical Products position peaked at $19.3K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.