Position in UTMD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$486,584
+$180,850 QoQ
Shares Held
7,054
+43.0% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#39
of 115 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Atria Investments, Inc holds $31,013,143 across 20 Medical Instruments & Supplies names. UTMD ranks #13 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
24,737 | $9,837,410 | |
| 2 | BDX |
Becton Dickinson & Co
|
36,791 | $5,567,582 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
9,238 | $3,316,442 | |
| 4 | COO |
Cooper Companies, Inc.
|
25,556 | $1,832,620 | |
| 5 | ALC |
Alcon Inc
|
22,501 | $1,509,817 | |
| 6 | SOLV |
Solventum Corp
|
17,042 | $1,314,790 | |
| 7 | ALGN |
Align Technology Inc
|
6,857 | $1,156,501 | |
| 8 | BAX |
Baxter International Inc
|
50,012 | $1,066,255 |
All Filings in UTMD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,584 | 7,054 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $305,734 | 4,932 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $275,603 | 4,925 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $320,328 | 5,087 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $364,458 | 6,403 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $557,766 | 9,953 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $547,021 | 8,899 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $480,882 | 7,187 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $484,305 | 7,249 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||