Position in UTMD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,586
+$967 QoQ
Shares Held
23
+130.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#104
of 115 holders
Holding Since
Jun 2025
5 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, 2026Allworth Financial LP holds $16,033,220 across 34 Medical Instruments & Supplies names. UTMD ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
25,807 | $10,262,926 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,164 | $2,294,768 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,098 | $638,269 | |
| 4 | ALGN |
Align Technology Inc
|
3,393 | $572,263 | |
| 5 | SOLV |
Solventum Corp
|
5,018 | $387,138 | |
| 6 | COO |
Cooper Companies, Inc.
|
4,453 | $319,324 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
870 | $312,330 | |
| 8 | RMD |
Resmed Inc
|
1,286 | $250,615 |
All Filings in UTMD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,586 | 23 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $619 | 10 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $391 | 7 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,133 | 18 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $170 | 3 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||