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Root Financial Partners’s Utah Medical Products UTMD Stock Holding History

Root Financial Partners’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 		$62 Buy
+1
New +$63 ﹤0.01% 3355

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

Root Financial Partners's UTMD Position: Q1 2026 in Review

Root Financial Partners opened a new position in Utah Medical Products (UTMD) in Q1 2026: 1 share worth $62. The stake represents ﹤0.01% of the portfolio and ranks #3355 among its holdings.

119 funds tracked by Wall St. Rank hold UTMD as of Q1 2026.

  • Root Financial Partners held 1 share of Utah Medical Products worth $62 as of Q1 2026.
  • Utah Medical Products was a new Root Financial Partners position in Q1 2026.
  • Utah Medical Products made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3355 holding.
  • 119 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.