Physician Wealth Advisors, Inc.
Position in UTMD — Utah Medical Products Inc
CIK 1795173
MIDVALE, UT
Position in UTMD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,655
+$804 QoQ
Shares Held
53
+15.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
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, 2026Physician Wealth Advisors, Inc. holds $319,800 across 20 Medical Instruments & Supplies names. UTMD ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
1,280 | $193,702 | |
| 2 | ALC |
Alcon Inc
|
547 | $36,703 | |
| 3 | ISRG |
Intuitive Surgical Inc
|
65 | $25,849 | |
| 4 | COO |
Cooper Companies, Inc.
|
175 | $12,549 | |
| 5 | SOLV |
Solventum Corp
|
149 | $11,495 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
22 | $7,898 | |
| 7 | RMD |
Resmed Inc
|
28 | $5,456 | |
| 8 | AVTR |
Avantor, Inc.
|
471 | $4,662 |
All Filings in UTMD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,655 | 53 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,851 | 46 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,574 | 46 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,896 | 46 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,106 | 37 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||