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O'Shaughnessy Asset Management’s Utah Medical Products UTMD Stock Holding History

O'Shaughnessy Asset Management’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 		$1.32M Buy
21,287
+6,384
+43% +$402K 0.01% 1060
2025
Q4 		$834K Buy
14,903
+337
+2% +$19.5K ﹤0.01% 1231
2025
Q3 		$917K Buy
14,566
+8,676
+147% +$513K 0.01% 1167
2025
Q2 		$335K Buy
+5,890
New +$320K ﹤0.01% 1578
2023
Q4 		– Sell
-3,542
Closed -$305K – 1791
2023
Q3 		$305K Sell
3,542
-284
-7% -$26.2K ﹤0.01% 1108
2023
Q2 		$357K Buy
3,826
+564
+17% +$53.1K 0.01% 992
2023
Q1 		$309K Sell
3,262
-449
-12% -$41.3K ﹤0.01% 1039
2022
Q4 		$373K Buy
3,711
+842
+29% +$76.9K 0.01% 888
2022
Q3 		$245K Buy
2,869
+473
+20% +$41.8K ﹤0.01% 1007
2022
Q2 		$206K Sell
2,396
-115
-5% -$9.81K ﹤0.01% 1024
2022
Q1 		$226K Buy
2,511
+101
+4% +$9.29K ﹤0.01% 1031
2021
Q4 		$241K Buy
2,410
+3
+0.1% +$306 ﹤0.01% 980
2021
Q3 		$224K Buy
2,407
+480
+25% +$42.4K ﹤0.01% 988
2021
Q2 		$164K Hold
1,927
– – ﹤0.01% 1121
2021
Q1 		$167K Sell
1,927
-360
-16% -$31.7K ﹤0.01% 997
2020
Q4 		$193K Buy
2,287
+268
+13% +$22.8K 0.01% 834
2020
Q3 		$162K Sell
2,019
-6
-0.3% -$498 ﹤0.01% 768
2020
Q2 		$180K Buy
2,025
+1,259
+164% +$113K 0.01% 674
2020
Q1 		$72K Buy
+766
New +$71.2K ﹤0.01% 707
2019
Q3 		– Sell
-2,084
Closed -$199K – 1258
2019
Q2 		$199K Hold
2,084
– – ﹤0.01% 543
2019
Q1 		$183K Hold
2,084
– – ﹤0.01% 552
2018
Q4 		$173K Hold
2,084
– – ﹤0.01% 525
2018
Q3 		$194K Hold
2,084
– – ﹤0.01% 557
2018
Q2 		$228K Buy
+2,084
New +$218K ﹤0.01% 512
2014
Q2 		– Sell
-118
Closed -$7K – 1052
2014
Q1 		$7K Sell
118
-65
-36% -$3.55K ﹤0.01% 799
2013
Q4 		$10K Sell
183
-17
-9% -$933 ﹤0.01% 763
2013
Q3 		$12K Sell
200
-19
-9% -$1.04K ﹤0.01% 726
2013
Q2 		$12K Buy
+219
New +$10.3K ﹤0.01% 708

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

O'Shaughnessy Asset Management's UTMD Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Utah Medical Products (UTMD) stake by 43% in Q1 2026, buying an estimated $402K and bringing the position to 21,287 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1060.

O'Shaughnessy Asset Management first reported a position in UTMD in Q2 2013 and has held it in 28 quarters since. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • O'Shaughnessy Asset Management held 21,287 shares of Utah Medical Products worth $1.32M as of Q1 2026.
  • O'Shaughnessy Asset Management bought 6,384 Utah Medical Products shares in Q1 2026, an estimated $402K.
  • Utah Medical Products made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1060 holding.
  • O'Shaughnessy Asset Management first reported a position in Utah Medical Products in Q2 2013 and has held it in 28 quarters since.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.