True Wealth Design
UTMD icon

True Wealth Design’s Utah Medical Products UTMD Stock Holding History

True Wealth Design’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
Q3 		$2.07K Hold
28
– – ﹤0.01% 1668
2026
Q2 		$1.93K Sell
28
-2
-7% -$133 ﹤0.01% 1706
2026
Q1 		$1.86K Sell
30
-4
-12% -$252 ﹤0.01% 1579
2025
Q4 		$1.9K Sell
34
-10
-23% -$580 ﹤0.01% 1471
2025
Q3 		$2.77K Buy
44
+8
+22% +$473 ﹤0.01% 1347
2025
Q2 		$2.05K Sell
36
-35
-49% -$1.9K ﹤0.01% 1175
2025
Q1 		$3.98K Buy
71
+23
+48% +$1.38K ﹤0.01% 758
2024
Q4 		$2.95K Buy
48
+41
+586% +$2.65K ﹤0.01% 648
2024
Q3 		$469 Buy
+7
New +$475 ﹤0.01% 1110

Other funds holding UTMD

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's UTMD Position: Q3 2026 in Review

True Wealth Design held its Utah Medical Products (UTMD) position steady in Q3 2026 at 28 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

True Wealth Design first reported a position in UTMD in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.98K in Q1 2025. 13 funds tracked by Wall St. Rank hold UTMD as of Q3 2026.

  • True Wealth Design held 28 shares of Utah Medical Products worth $2.07K as of Q3 2026.
  • True Wealth Design left its Utah Medical Products share count unchanged in Q3 2026.
  • Utah Medical Products made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1668 holding.
  • True Wealth Design first reported a position in Utah Medical Products in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Utah Medical Products position peaked at $3.98K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.