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Pinnacle Wealth Planning Services’s Utah Medical Products UTMD Stock Holding History

Pinnacle Wealth Planning Services’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 		$15K Sell
242
-96
-28% -$6.05K ﹤0.01% 1830
2025
Q4 		$18.9K Buy
+338
New +$19.6K ﹤0.01% 1743

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

Pinnacle Wealth Planning Services's UTMD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Utah Medical Products (UTMD) stake by 28% in Q1 2026, selling an estimated $6.05K and leaving 242 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Pinnacle Wealth Planning Services first reported a position in UTMD in Q4 2025 and has held it in 2 quarters since. The position peaked at $18.9K in Q4 2025. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 242 shares of Utah Medical Products worth $15K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 96 Utah Medical Products shares in Q1 2026, an estimated $6.05K.
  • Utah Medical Products made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1830 holding.
  • Pinnacle Wealth Planning Services first reported a position in Utah Medical Products in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Utah Medical Products position peaked at $18.9K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.