Position in UTMD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$112,505
+$17,662 QoQ
Shares Held
1,631
+6.6% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 115 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026JPMORGAN CHASE & CO holds $3,880,093,517 across 45 Medical Instruments & Supplies names. UTMD ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,231,033 | $1,682,597,193 | |
| 2 | BDX |
Becton Dickinson & Co
|
2,835,692 | $429,125,261 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
1,164,527 | $418,065,193 | |
| 4 | WRBY |
Warby Parker Inc.
|
11,110,949 | $337,106,189 | |
| 5 | RMD |
Resmed Inc
|
833,536 | $162,439,488 | |
| 6 | ALC |
Alcon Inc
|
2,221,073 | $149,033,991 | |
| 7 | ALGN |
Align Technology Inc
|
773,182 | $130,404,870 | |
| 8 | NVST |
Envista Holdings Corp
|
3,304,946 | $87,085,324 |
All Filings in UTMD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,505 | 1,631 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $94,843 | 1,530 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $84,218 | 1,505 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $97,036 | 1,541 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $350,227 | 6,153 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,053,315 | 72,329 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,899,341 | 79,703 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,644,287 | 69,411 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $4,193,395 | 62,766 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $5,159,169 | 72,552 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $5,358,748 | 63,628 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $5,010,876 | 58,266 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,455,368 | 58,534 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,099,802 | 85,468 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $8,365,401 | 83,213 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,884,946 | 92,427 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,917,621 | 103,814 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $9,144,961 | 101,769 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $8,707,600 | 87,076 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,695,486 | 93,661 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,216,478 | 96,619 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,595,918 | 64,618 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $5,605,948 | 66,500 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $4,166,897 | 52,171 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,980,808 | 44,920 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,480,158 | 15,738 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||