Rockefeller Capital Management
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Rockefeller Capital Management’s Utah Medical Products UTMD Stock Holding History

Rockefeller Capital 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 		– Sell
-273
Closed -$16.9K – 4877
2026
Q1 		$16.9K Hold
273
– – ﹤0.01% 3777
2025
Q4 		$15.3K Buy
+273
New +$15.8K ﹤0.01% 3633
2023
Q1 		– Sell
-131
Closed -$13K – 3803
2022
Q4 		$13K Buy
+131
New +$12K ﹤0.01% 2977
2022
Q3 		– Sell
-35
Closed -$3K – 4396
2022
Q2 		$3K Buy
+35
New +$2.98K ﹤0.01% 3706

Other funds holding UTMD

BIP
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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

Rockefeller Capital Management's UTMD Position: Q2 2026 in Review

Rockefeller Capital Management sold out of Utah Medical Products (UTMD) in Q2 2026, closing a stake of 273 shares — an estimated $16.9K sold.

Rockefeller Capital Management first reported a position in UTMD in Q2 2022 and held it in 4 quarters. The position peaked at $16.9K in Q1 2026. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Rockefeller Capital Management reported no remaining Utah Medical Products position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 273 Utah Medical Products shares in Q2 2026, an estimated $16.9K.
  • Rockefeller Capital Management first reported a position in Utah Medical Products in Q2 2022 and held it in 4 quarters.
  • Rockefeller Capital Management's Utah Medical Products position peaked at $16.9K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.