Position in UTMD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$727,601
+$102,742 QoQ
Shares Held
10,548
+4.6% QoQ
Ownership
0.331%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 115 holders
Holding Since
Mar 2021
22 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $824,901,906 across 28 Medical Instruments & Supplies names. UTMD ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
552,616 | $219,764,330 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,036,041 | $156,784,084 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
259,536 | $93,173,424 | |
| 4 | COO |
Cooper Companies, Inc.
|
889,815 | $63,808,633 | |
| 5 | ALC |
Alcon Inc
|
792,551 | $53,180,172 | |
| 6 | ATR |
Aptargroup, Inc.
|
257,978 | $32,298,845 | |
| 7 | MDLN |
Medline Inc.
|
706,344 | $27,858,207 | |
| 8 | BAX |
Baxter International Inc
|
1,287,402 | $27,447,410 |
All Filings in UTMD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,601 | 10,548 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $624,859 | 10,080 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $369,951 | 6,611 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $396,522 | 6,297 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $554,628 | 9,744 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $569,030 | 10,154 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $453,218 | 7,373 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $443,144 | 6,623 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $375,271 | 5,617 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $364,723 | 5,129 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $341,512 | 4,055 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $339,700 | 3,950 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $360,218 | 3,865 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $346,289 | 3,654 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $362,209 | 3,603 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $305,324 | 3,579 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $308,381 | 3,590 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $229,143 | 2,550 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $255,000 | 2,550 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $242,683 | 2,614 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $222,294 | 2,614 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $220,830 | 2,550 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||