R Squared’s Utah Medical Products UTMD Stock Holding History

R Squared’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
2025 Q3	–	Sell	-3,679	Closed	-$209K	–	710
2025 Q2	$209K	Buy	+3,679	New	+$200K	0.12%	295
2025 Q1	–	Sell	-790	Closed	-$48.6K	–	1473
2024 Q4	$48.6K	Buy	+790	New	+$51.1K	0.05%	508

Other funds holding UTMD

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

R Squared's UTMD Position: Q3 2025 in Review

R Squared sold out of Utah Medical Products (UTMD) in Q3 2025, closing a stake of 3,679 shares — an estimated $209K sold.

R Squared first reported a position in UTMD in Q4 2024 and held it in 2 quarters. The position peaked at $209K in Q2 2025. 117 funds tracked by Wall St. Rank hold UTMD as of Q3 2025.

R Squared reported no remaining Utah Medical Products position as of Q3 2025 after selling out during the quarter.
R Squared sold 3,679 Utah Medical Products shares in Q3 2025, an estimated $209K.
R Squared first reported a position in Utah Medical Products in Q4 2024 and held it in 2 quarters.
R Squared's Utah Medical Products position peaked at $209K in Q2 2025.
117 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.