Position in UTMD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,311
+$3,309 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 115 holders
Holding Since
Sep 2024
7 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, 2026Avion Wealth holds $1,036,456 across 16 Medical Instruments & Supplies names. UTMD ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,448 | $973,520 | |
| 2 | RMD |
Resmed Inc
|
63 | $12,277 | |
| 3 | COO |
Cooper Companies, Inc.
|
112 | $8,031 | |
| 4 | RGEN |
Repligen Corp
|
50 | $6,822 | |
| 5 | SOLV |
Solventum Corp
|
83 | $6,403 | |
| 6 | BDX |
Becton Dickinson & Co
|
36 | $5,447 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
13 | $4,667 | |
| 8 | MMSI |
Merit Medical Systems Inc
|
54 | $3,744 |
All Filings in UTMD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,311 | 48 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2 | 48 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2 | 48 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,022 | 48 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,244 | 57 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $448 | 8 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $468 | 7 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||