MassMutual Private Wealth & Trust’s Utah Medical Products UTMD Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$20.4K	Sell	275 -97	-26%	-$6.91K	﹤0.01%	1062
2026 Q2	$25.7K	Sell	372 -2	-0.5%	-$133	﹤0.01%	1038
2026 Q1	$23.2K	Hold	374	–	–	﹤0.01%	1038
2025 Q4	$20.9K	Sell	374 -21	-5%	-$1.22K	﹤0.01%	1096
2025 Q3	$24.9K	Hold	395	–	–	﹤0.01%	1031
2025 Q2	$22.5K	Buy	395 +278	+238%	+$15.1K	﹤0.01%	1067
2025 Q1	$6.56K	Sell	117 -3	-3%	-$180	﹤0.01%	1470
2024 Q4	$7.38K	Buy	120 +103	+606%	+$6.66K	﹤0.01%	1382
2024 Q3	$1.14K	Buy	17 +5	+42%	+$339	﹤0.01%	1827
2024 Q2	$802	Buy	+12	New	+$817	﹤0.01%	1867

Other funds holding UTMD

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Bard Associates Chicago, Illinois $431M AUM 30.93% 1-Year Est. Return

MassMutual Private Wealth & Trust's UTMD Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Utah Medical Products (UTMD) stake by 26% in Q3 2026, selling an estimated $6.91K and leaving 275 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

MassMutual Private Wealth & Trust first reported a position in UTMD in Q2 2024 and has held it in 10 quarters since. The position peaked at $25.7K in Q2 2026. 78 funds tracked by Wall St. Rank hold UTMD as of Q3 2026.

MassMutual Private Wealth & Trust held 275 shares of Utah Medical Products worth $20.4K as of Q3 2026.
MassMutual Private Wealth & Trust sold 97 Utah Medical Products shares in Q3 2026, an estimated $6.91K.
Utah Medical Products made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1062 holding.
MassMutual Private Wealth & Trust first reported a position in Utah Medical Products in Q2 2024 and has held it in 10 quarters since.
MassMutual Private Wealth & Trust's Utah Medical Products position peaked at $25.7K in Q2 2026.
78 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.