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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
Q2 		$16.4K Sell
238
-4
-2% -$266 ﹤0.01% 1868
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 $14.3B 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

Pinnacle Wealth Planning Services's UTMD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Utah Medical Products (UTMD) stake by 1.7% in Q2 2026, selling an estimated $266 and leaving 238 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Pinnacle Wealth Planning Services first reported a position in UTMD in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.9K in Q4 2025. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 238 shares of Utah Medical Products worth $16.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 Utah Medical Products shares in Q2 2026, an estimated $266.
  • Utah Medical Products made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1868 holding.
  • Pinnacle Wealth Planning Services first reported a position in Utah Medical Products in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Utah Medical Products position peaked at $18.9K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.