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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
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

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

Ritholtz Wealth Management's UTMD Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Utah Medical Products (UTMD) stake by 169% in Q1 2026, buying an estimated $585K and bringing the position to 14,807 shares worth $918K. The position accounts for 0.02% of the portfolio, ranked #568.

Ritholtz Wealth Management first reported a position in UTMD in Q3 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • Ritholtz Wealth Management held 14,807 shares of Utah Medical Products worth $918K as of Q1 2026.
  • Ritholtz Wealth Management bought 9,293 Utah Medical Products shares in Q1 2026, an estimated $585K.
  • Utah Medical Products made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #568 holding.
  • Ritholtz Wealth Management first reported a position in Utah Medical Products in Q3 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.