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
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
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

Rockefeller Capital Management's UTMD Position: Q1 2026 in Review

Rockefeller Capital Management held its Utah Medical Products (UTMD) position steady in Q1 2026 at 273 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3777.

Rockefeller Capital Management first reported a position in UTMD in Q2 2022 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • Rockefeller Capital Management held 273 shares of Utah Medical Products worth $16.9K as of Q1 2026.
  • Rockefeller Capital Management left its Utah Medical Products share count unchanged in Q1 2026.
  • Utah Medical Products made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3777 holding.
  • Rockefeller Capital Management first reported a position in Utah Medical Products in Q2 2022 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.