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Rothschild Investment LLC’s Utah Medical Products UTMD Stock Holding History

Rothschild Investment LLC’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 		$138 Buy
2
+1
+100% +$66 ﹤0.01% 3489
2026
Q1 		$62 Hold
1
– – ﹤0.01% 3440
2025
Q4 		$56 Hold
1
– – ﹤0.01% 3260
2025
Q3 		$63 Buy
+1
New +$59 ﹤0.01% 3084
2025
Q1 		– Sell
-5
Closed -$307 – 3094
2024
Q4 		$307 Buy
+5
New +$323 ﹤0.01% 2688

Other funds holding UTMD

Bank of New York Mellon
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CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Rothschild Investment LLC's UTMD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Utah Medical Products (UTMD) stake by 100% in Q2 2026, buying an estimated $66 and bringing the position to 2 shares worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #3489.

Rothschild Investment LLC first reported a position in UTMD in Q4 2024 and has held it in 5 quarters since. The position peaked at $307 in Q4 2024. 35 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • Rothschild Investment LLC held 2 shares of Utah Medical Products worth $138 as of Q2 2026.
  • Rothschild Investment LLC bought 1 Utah Medical Products share in Q2 2026, an estimated $66.
  • Utah Medical Products made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3489 holding.
  • Rothschild Investment LLC first reported a position in Utah Medical Products in Q4 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Utah Medical Products position peaked at $307 in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.