Pinnacle Wealth Planning Services, Inc.
Position in UTMD — Utah Medical Products Inc
CIK 1726752
MANSFIELD, OH
Position in UTMD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,417
+$1,416 QoQ
Shares Held
238
-1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 115 holders
Holding Since
Dec 2025
3 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,145,516 across 26 Medical Instruments & Supplies names. UTMD ranks #19 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,153 | $856,205 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,324 | $200,360 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
454 | $162,986 | |
| 4 | ALC |
Alcon Inc
|
1,738 | $116,619 | |
| 5 | RMD |
Resmed Inc
|
536 | $104,455 | |
| 6 | ATR |
Aptargroup, Inc.
|
793 | $99,283 | |
| 7 | TFX |
Teleflex Inc
|
733 | $92,915 | |
| 8 | AZTA |
Azenta, Inc.
|
2,500 | $63,800 |
All Filings in UTMD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,417 | 238 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,001 | 242 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,914 | 338 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||