TWD
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
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

VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

True Wealth Design's UTMD Position: Q2 2026 in Review

True Wealth Design reduced its Utah Medical Products (UTMD) stake by 6.7% in Q2 2026, selling an estimated $133 and leaving 28 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

True Wealth Design first reported a position in UTMD in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.98K in Q1 2025. 8 funds tracked by Wall St. Rank hold UTMD as of Q2 2026.

  • True Wealth Design held 28 shares of Utah Medical Products worth $1.93K as of Q2 2026.
  • True Wealth Design sold 2 Utah Medical Products shares in Q2 2026, an estimated $133.
  • Utah Medical Products made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1706 holding.
  • True Wealth Design first reported a position in Utah Medical Products in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Utah Medical Products position peaked at $3.98K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.