Osaic Holdings
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Osaic Holdings’s Utah Medical Products UTMD Stock Holding History

Osaic Holdings’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 		$551K Sell
7,984
-1,023
-11% -$68K ﹤0.01% 3584
2026
Q1 		$558K Buy
9,007
+1
+0% +$63 ﹤0.01% 3236
2025
Q4 		$504K Buy
9,006
+739
+9% +$42.8K ﹤0.01% 3332
2025
Q3 		$514K Sell
8,267
-265
-3% -$15.7K ﹤0.01% 3403
2025
Q2 		$486K Sell
8,532
-3
-0% -$163 ﹤0.01% 3168
2025
Q1 		$478K Sell
8,535
-374
-4% -$22.4K ﹤0.01% 2918
2024
Q4 		$548K Buy
8,909
+8,363
+1,532% +$541K ﹤0.01% 2715
2024
Q3 		$36.5K Hold
546
– – ﹤0.01% 4960
2024
Q2 		$36.5K Buy
546
+80
+17% +$5.45K ﹤0.01% 4930
2024
Q1 		$33.1K Sell
466
-249
-35% -$18.7K ﹤0.01% 5029
2023
Q4 		$60.2K Sell
715
-1
-0.1% -$83 ﹤0.01% 4785
2023
Q3 		$61.5K Buy
716
+70
+11% +$6.46K ﹤0.01% 4841
2023
Q2 		$60.2K Buy
646
+118
+22% +$11.1K ﹤0.01% 4811
2023
Q1 		$50K Buy
528
+341
+182% +$31.3K ﹤0.01% 4950
2022
Q4 		$19K Hold
187
– – ﹤0.01% 5609
2022
Q3 		$16K Sell
187
-15
-7% -$1.32K ﹤0.01% 5762
2022
Q2 		$18K Hold
202
– – ﹤0.01% 5694
2022
Q1 		$18K Sell
202
-10
-5% -$920 ﹤0.01% 5779
2021
Q4 		$22K Sell
212
-11
-5% -$1.12K ﹤0.01% 5735
2021
Q3 		$21K Hold
223
– – ﹤0.01% 5746
2021
Q2 		$19K Buy
223
+1
+0.5% +$87 ﹤0.01% 5701
2021
Q1 		$19K Buy
222
+125
+129% +$11K ﹤0.01% 5524
2020
Q4 		$8K Sell
97
-202
-68% -$17.2K ﹤0.01% 5619
2020
Q3 		$25K Hold
299
– – ﹤0.01% 4791
2020
Q2 		$27K Sell
299
-60
-17% -$5.39K ﹤0.01% 4615
2020
Q1 		$33K Buy
+359
New +$33.4K ﹤0.01% 4300

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

Osaic Holdings's UTMD Position: Q2 2026 in Review

Osaic Holdings reduced its Utah Medical Products (UTMD) stake by 11% in Q2 2026, selling an estimated $68K and leaving 7,984 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #3584.

Osaic Holdings first reported a position in UTMD in Q1 2020 and has held it in 26 quarters since. The position peaked at $558K in Q1 2026. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Osaic Holdings held 7,984 shares of Utah Medical Products worth $551K as of Q2 2026.
  • Osaic Holdings sold 1,023 Utah Medical Products shares in Q2 2026, an estimated $68K.
  • Utah Medical Products made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3584 holding.
  • Osaic Holdings first reported a position in Utah Medical Products in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Utah Medical Products position peaked at $558K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.