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Venturi Wealth Management’s Utah Medical Products UTMD Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-100
Closed -$6.15K – 1775
2024
Q4 		$6.15K Buy
100
+22
+28% +$1.42K ﹤0.01% 1587
2024
Q3 		$5.22K Buy
+78
New +$5.29K ﹤0.01% 1395

Other funds holding UTMD

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Venturi Wealth Management's UTMD Position: Q1 2025 in Review

Venturi Wealth Management sold out of Utah Medical Products (UTMD) in Q1 2025, closing a stake of 100 shares — an estimated $6.15K sold.

Venturi Wealth Management first reported a position in UTMD in Q3 2024 and held it in 2 quarters. The position peaked at $6.15K in Q4 2024. 109 funds tracked by Wall St. Rank hold UTMD as of Q1 2025.

  • Venturi Wealth Management reported no remaining Utah Medical Products position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 100 Utah Medical Products shares in Q1 2025, an estimated $6.15K.
  • Venturi Wealth Management first reported a position in Utah Medical Products in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Utah Medical Products position peaked at $6.15K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.