LPL Financial
UTMD icon

LPL Financial’s Utah Medical Products UTMD Stock Holding History

LPL Financial’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 		$1M Buy
14,528
+3,047
+27% +$203K ﹤0.01% 4419
2026
Q1 		$712K Buy
11,481
+4,109
+56% +$259K ﹤0.01% 4455
2025
Q4 		$413K Buy
7,372
+1,102
+18% +$63.9K ﹤0.01% 4895
2025
Q3 		$395K Buy
6,270
+888
+16% +$52.5K ﹤0.01% 4827
2025
Q2 		$306K Buy
5,382
+84
+2% +$4.57K ﹤0.01% 4759
2025
Q1 		$297K Buy
5,298
+1,919
+57% +$115K ﹤0.01% 4579
2024
Q4 		$208K Buy
+3,379
New +$218K ﹤0.01% 4791

Other funds holding UTMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return

LPL Financial's UTMD Position: Q2 2026 in Review

LPL Financial increased its Utah Medical Products (UTMD) stake by 27% in Q2 2026, buying an estimated $203K and bringing the position to 14,528 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #4419.

LPL Financial first reported a position in UTMD in Q4 2024 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • LPL Financial held 14,528 shares of Utah Medical Products worth $1M as of Q2 2026.
  • LPL Financial bought 3,047 Utah Medical Products shares in Q2 2026, an estimated $203K.
  • Utah Medical Products made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4419 holding.
  • LPL Financial first reported a position in Utah Medical Products in Q4 2024 and has held it in 7 quarters since.
  • 45 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.