Position in UTMD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,002,141
+$290,434 QoQ
Shares Held
14,528
+26.5% QoQ
Ownership
0.456%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 114 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $348,548,820 across 34 Medical Instruments & Supplies names. UTMD ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
449,091 | $178,594,508 | |
| 2 | BDX |
Becton Dickinson & Co
|
415,533 | $62,882,608 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
67,793 | $24,337,687 | |
| 4 | COO |
Cooper Companies, Inc.
|
143,898 | $10,318,925 | |
| 5 | ALC |
Alcon Inc
|
145,645 | $9,772,779 | |
| 6 | MDLN |
Medline Inc.
|
206,200 | $8,132,528 | |
| 7 | ALGN |
Align Technology Inc
|
47,976 | $8,091,632 | |
| 8 | SOLV |
Solventum Corp
|
104,010 | $8,024,371 |
All Filings in UTMD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,141 | 14,528 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $711,707 | 11,481 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $412,537 | 7,372 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $394,821 | 6,270 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $306,343 | 5,382 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $296,899 | 5,298 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $207,707 | 3,379 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||