Position in UTMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$353,522
+$43,387 QoQ
Shares Held
5,125
+2.4% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 115 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026&PARTNERS holds $47,879,618 across 17 Medical Instruments & Supplies names. UTMD ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
34,021 | $13,529,471 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
27,370 | $9,825,830 | |
| 3 | RMD |
Resmed Inc
|
27,639 | $5,386,288 | |
| 4 | ATR |
Aptargroup, Inc.
|
38,336 | $4,799,667 | |
| 5 | BDX |
Becton Dickinson & Co
|
23,841 | $3,607,858 | |
| 6 | SOLV |
Solventum Corp
|
37,178 | $2,868,282 | |
| 7 | COO |
Cooper Companies, Inc.
|
25,271 | $1,812,183 | |
| 8 | ALGN |
Align Technology Inc
|
8,172 | $1,378,289 |
All Filings in UTMD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,522 | 5,125 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $310,135 | 5,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,424 | 3,796 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $214,098 | 3,400 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||