Position in UTMD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$303,627
New position
Shares Held
4,898
first reported quarter
Ownership
0.154%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 43%
Shared 0%
None 57%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $458,260,683 across 16 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
954,318 | $144,416,942 | |
| 2 | ALC |
Alcon Inc
|
1,907,874 | $128,018,345 | |
| 3 | COO |
Cooper Companies, Inc.
|
1,410,461 | $101,144,158 | |
| 4 | ISRG |
Intuitive Surgical Inc
|
126,571 | $50,334,755 | |
| 5 | ATR |
Aptargroup, Inc.
|
125,615 | $15,726,998 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
13,557 | $4,866,963 | |
| 7 | NVST |
Envista Holdings Corp
|
169,760 | $4,473,176 | |
| 8 | RMD |
Resmed Inc
|
16,987 | $3,310,426 |
All Filings in UTMD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,627 | 4,898 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||