Ritholtz Wealth Management
UTMD icon

Ritholtz Wealth Management’s Utah Medical Products UTMD Stock Holding History

Ritholtz Wealth Management’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 		$905K Sell
13,124
-1,683
-11% -$112K 0.01% 651
2026
Q1 		$918K Buy
14,807
+9,293
+169% +$585K 0.02% 568
2025
Q4 		$309K Buy
5,514
+472
+9% +$27.4K 0.01% 884
2025
Q3 		$317K Buy
+5,042
New +$298K 0.01% 820

Other funds holding UTMD

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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
Rice Hall James & Associates
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

Ritholtz Wealth Management's UTMD Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Utah Medical Products (UTMD) stake by 11% in Q2 2026, selling an estimated $112K and leaving 13,124 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #651.

Ritholtz Wealth Management first reported a position in UTMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $918K in Q1 2026. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Ritholtz Wealth Management held 13,124 shares of Utah Medical Products worth $905K as of Q2 2026.
  • Ritholtz Wealth Management sold 1,683 Utah Medical Products shares in Q2 2026, an estimated $112K.
  • Utah Medical Products made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #651 holding.
  • Ritholtz Wealth Management first reported a position in Utah Medical Products in Q3 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Utah Medical Products position peaked at $918K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.