Position in UTMD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$115,548
-$43,639 QoQ
Shares Held
1,864
-26.3% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
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, 2026Advisory Services Network, LLC holds $18,986,166 across 8 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
26,178 | $10,410,460 | |
| 2 | BDX |
Becton Dickinson & Co
|
18,774 | $2,841,060 | |
| 3 | RMD |
Resmed Inc
|
10,710 | $2,087,159 | |
| 4 | ATR |
Aptargroup, Inc.
|
16,597 | $2,077,943 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
11,123 | $771,268 | |
| 6 | BAX |
Baxter International Inc
|
16,152 | $344,354 | |
| 7 | NVST |
Envista Holdings Corp
|
12,096 | $318,729 | |
| 8 | AVTR |
Avantor, Inc.
|
13,656 | $135,193 |
All Filings in UTMD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,548 | 1,864 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $159,187 | 2,528 | Shares | Sole | 2025-11-18 | |
| 2025-03-31 | $257,784 | 4,600 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $320,699 | 4,793 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $320,220 | 4,793 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $350,856 | 4,934 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $411,414 | 4,885 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $284,316 | 3,306 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $308,026 | 3,305 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $315,205 | 3,326 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $334,262 | 3,325 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $283,485 | 3,323 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $285,273 | 3,321 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $298,245 | 3,319 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $331,900 | 3,319 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $307,021 | 3,307 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $281,142 | 3,306 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $281,190 | 3,247 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $241,266 | 2,862 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $228,587 | 2,862 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $253,630 | 2,862 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $462,726 | 4,920 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||