Physician Wealth Advisors’s Utah Medical Products UTMD Stock Holding History

Physician Wealth Advisors’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	$3.41K	Sell	46 -7	-13%	-$499	﹤0.01%	1291
2026 Q2	$3.66K	Buy	53 +7	+15%	+$465	﹤0.01%	1239
2026 Q1	$2.85K	Hold	46	–	–	﹤0.01%	1200
2025 Q4	$2.58K	Hold	46	–	–	﹤0.01%	1183
2025 Q3	$2.9K	Buy	46 +9	+24%	+$532	﹤0.01%	1077
2025 Q2	$2.11K	Buy	+37	New	+$2.01K	﹤0.01%	1028

Other funds holding UTMD

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

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

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Physician Wealth Advisors's UTMD Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Utah Medical Products (UTMD) stake by 13% in Q3 2026, selling an estimated $499 and leaving 46 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Physician Wealth Advisors first reported a position in UTMD in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.66K in Q2 2026. 32 funds tracked by Wall St. Rank hold UTMD as of Q3 2026.

Physician Wealth Advisors held 46 shares of Utah Medical Products worth $3.41K as of Q3 2026.
Physician Wealth Advisors sold 7 Utah Medical Products shares in Q3 2026, an estimated $499.
Utah Medical Products made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1291 holding.
Physician Wealth Advisors first reported a position in Utah Medical Products in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Utah Medical Products position peaked at $3.66K in Q2 2026.
32 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.