Morgan Stanley
UTMD icon

Morgan Stanley’s Utah Medical Products UTMD Stock Holding History

Morgan Stanley’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 		$3.03M Buy
48,801
+5,096
+12% +$321K ﹤0.01% 4467
2025
Q4 		$2.45M Sell
43,705
-13,589
-24% -$788K ﹤0.01% 4671
2025
Q3 		$3.61M Sell
57,294
-862
-1% -$51K ﹤0.01% 4403
2025
Q2 		$3.31M Buy
58,156
+32,251
+124% +$1.75M ﹤0.01% 4383
2025
Q1 		$1.45M Sell
25,905
-10,534
-29% -$631K ﹤0.01% 4804
2024
Q4 		$2.24M Buy
36,439
+3,843
+12% +$248K ﹤0.01% 4615
2024
Q3 		$2.18M Sell
32,596
-3,258
-9% -$221K ﹤0.01% 4589
2024
Q2 		$2.4M Sell
35,854
-13,055
-27% -$889K ﹤0.01% 4440
2024
Q1 		$3.48M Buy
48,909
+23,915
+96% +$1.79M ﹤0.01% 4199
2023
Q4 		$2.11M Buy
24,994
+16,527
+195% +$1.37M ﹤0.01% 4894
2023
Q3 		$728K Sell
8,467
-6,941
-45% -$641K ﹤0.01% 4983
2023
Q2 		$1.44M Buy
15,408
+256
+2% +$24.1K ﹤0.01% 4618
2023
Q1 		$1.44M Buy
15,152
+5,813
+62% +$534K ﹤0.01% 4648
2022
Q4 		$939K Sell
9,339
-428
-4% -$39.1K ﹤0.01% 4908
2022
Q3 		$834K Sell
9,767
-93
-0.9% -$8.21K ﹤0.01% 4987
2022
Q2 		$847K Buy
9,860
+7,624
+341% +$650K ﹤0.01% 5117
2022
Q1 		$201K Buy
2,236
+160
+8% +$14.7K ﹤0.01% 5922
2021
Q4 		$209K Buy
2,076
+541
+35% +$55.2K ﹤0.01% 6040
2021
Q3 		$142K Sell
1,535
-128
-8% -$11.3K ﹤0.01% 6183
2021
Q2 		$141K Buy
1,663
+233
+16% +$20.2K ﹤0.01% 6187
2021
Q1 		$124K Sell
1,430
-2,117
-60% -$186K ﹤0.01% 5898
2020
Q4 		$299K Buy
3,547
+2,143
+153% +$183K ﹤0.01% 5376
2020
Q3 		$113K Sell
1,404
-699
-33% -$58K ﹤0.01% 5373
2020
Q2 		$187K Buy
2,103
+787
+60% +$70.6K ﹤0.01% 5102
2020
Q1 		$123K Sell
1,316
-4,293
-77% -$399K ﹤0.01% 5098
2019
Q4 		$606K Buy
5,609
+3,476
+163% +$352K ﹤0.01% 4825
2019
Q3 		$205K Buy
2,133
+799
+60% +$74.3K ﹤0.01% 5119
2019
Q2 		$128K Sell
1,334
-149
-10% -$12.5K ﹤0.01% 5207
2019
Q1 		$132K Sell
1,483
-11,741
-89% -$1.03M ﹤0.01% 5264
2018
Q4 		$1.1M Sell
13,224
-3,076
-19% -$271K ﹤0.01% 4198
2018
Q3 		$1.54M Sell
16,300
-3,512
-18% -$336K ﹤0.01% 4205
2018
Q2 		$2.18M Sell
19,812
-5,669
-22% -$592K ﹤0.01% 3995
2018
Q1 		$2.52M Buy
25,481
+6,421
+34% +$573K ﹤0.01% 3762
2017
Q4 		$1.55M Buy
19,060
+1,967
+12% +$154K ﹤0.01% 4244
2017
Q3 		$1.26M Sell
17,093
-2,429
-12% -$175K ﹤0.01% 4277
2017
Q2 		$1.41M Buy
19,522
+3,112
+19% +$205K ﹤0.01% 4101
2017
Q1 		$1.02M Sell
16,410
-4,824
-23% -$304K ﹤0.01% 4366
2016
Q4 		$1.54M Buy
21,234
+10,677
+101% +$694K ﹤0.01% 4141
2016
Q3 		$632K Buy
10,557
+641
+6% +$40.8K ﹤0.01% 4376
2016
Q2 		$625K Buy
9,916
+5,136
+107% +$331K ﹤0.01% 4305
2016
Q1 		$299K Sell
4,780
-2,070
-30% -$122K ﹤0.01% 4743
2015
Q4 		$401K Sell
6,850
-4,069
-37% -$231K ﹤0.01% 4690
2015
Q3 		$588K Buy
10,919
+5,151
+89% +$281K ﹤0.01% 4500
2015
Q2 		$344K Buy
5,768
+1,693
+42% +$95.3K ﹤0.01% 4949
2015
Q1 		$244K Sell
4,075
-8,188
-67% -$481K ﹤0.01% 5102
2014
Q4 		$736K Sell
12,263
-1,100
-8% -$60.9K ﹤0.01% 4386
2014
Q3 		$651K Buy
13,363
+2,273
+20% +$115K ﹤0.01% 4387
2014
Q2 		$570K Buy
11,090
+4,716
+74% +$242K ﹤0.01% 4480
2014
Q1 		$369K Buy
6,374
+1,519
+31% +$82.9K ﹤0.01% 4761
2013
Q4 		$277K Buy
4,855
+893
+23% +$49K ﹤0.01% 4855
2013
Q3 		$236K Buy
3,962
+224
+6% +$12.2K ﹤0.01% 4780
2013
Q2 		$203K Buy
+3,738
New +$176K ﹤0.01% 4831

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

Morgan Stanley's UTMD Position: Q1 2026 in Review

Morgan Stanley increased its Utah Medical Products (UTMD) stake by 12% in Q1 2026, buying an estimated $321K and bringing the position to 48,801 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #4467.

Morgan Stanley first reported a position in UTMD in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.61M in Q3 2025. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • Morgan Stanley held 48,801 shares of Utah Medical Products worth $3.03M as of Q1 2026.
  • Morgan Stanley bought 5,096 Utah Medical Products shares in Q1 2026, an estimated $321K.
  • Utah Medical Products made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4467 holding.
  • Morgan Stanley first reported a position in Utah Medical Products in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Utah Medical Products position peaked at $3.61M in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.