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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
Q2 		– Sell
-1
Closed -$62 – 3052
2026
Q1 		$62 Buy
+1
New +$63 ﹤0.01% 3355

Other funds holding UTMD

BIP
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BlackRock
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
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

Root Financial Partners's UTMD Position: Q2 2026 in Review

Root Financial Partners sold out of Utah Medical Products (UTMD) in Q2 2026, closing a stake of 1 share — an estimated $62 sold.

Root Financial Partners first reported a position in UTMD in Q1 2026 and held it in 1 quarter. The position peaked at $62 in Q1 2026. 114 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Root Financial Partners reported no remaining Utah Medical Products position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 Utah Medical Products share in Q2 2026, an estimated $62.
  • Root Financial Partners first reported a position in Utah Medical Products in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Utah Medical Products position peaked at $62 in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.