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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
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

CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Physician Wealth Advisors's UTMD Position: Q2 2026 in Review

Physician Wealth Advisors increased its Utah Medical Products (UTMD) stake by 15% in Q2 2026, buying an estimated $465 and bringing the position to 53 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Physician Wealth Advisors first reported a position in UTMD in Q2 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Physician Wealth Advisors held 53 shares of Utah Medical Products worth $3.66K as of Q2 2026.
  • Physician Wealth Advisors bought 7 Utah Medical Products shares in Q2 2026, an estimated $465.
  • Utah Medical Products made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1239 holding.
  • Physician Wealth Advisors first reported a position in Utah Medical Products in Q2 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.