Jones Financial Companies
UTMD icon

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
Q2 		$24K Buy
325
+66
+25% +$4.39K ﹤0.01% 3426
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

Other funds holding UTMD

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies's UTMD Position: Q2 2026 in Review

Jones Financial Companies increased its Utah Medical Products (UTMD) stake by 25% in Q2 2026, buying an estimated $4.39K and bringing the position to 325 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #3426.

Jones Financial Companies first reported a position in UTMD in Q1 2025 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Jones Financial Companies held 325 shares of Utah Medical Products worth $24K as of Q2 2026.
  • Jones Financial Companies bought 66 Utah Medical Products shares in Q2 2026, an estimated $4.39K.
  • Utah Medical Products made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3426 holding.
  • Jones Financial Companies first reported a position in Utah Medical Products in Q1 2025 and has held it in 6 quarters since.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.