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Toth Financial Advisory’s Utah Medical Products UTMD Stock Holding History

Toth Financial Advisory’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
2025
Q2 		– Sell
-10
Closed -$564 – 799
2025
Q1 		$564 Buy
+10
New +$599 ﹤0.01% 676

Other funds holding UTMD

BIP
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Toth Financial Advisory's UTMD Position: Q2 2025 in Review

Toth Financial Advisory sold out of Utah Medical Products (UTMD) in Q2 2025, closing a stake of 10 shares — an estimated $564 sold.

Toth Financial Advisory first reported a position in UTMD in Q1 2025 and held it in 1 quarter. The position peaked at $564 in Q1 2025. 112 funds tracked by Wall St. Rank hold UTMD as of Q2 2025.

  • Toth Financial Advisory reported no remaining Utah Medical Products position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 10 Utah Medical Products shares in Q2 2025, an estimated $564.
  • Toth Financial Advisory first reported a position in Utah Medical Products in Q1 2025 and held it in 1 quarter.
  • Toth Financial Advisory's Utah Medical Products position peaked at $564 in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.