Position in UTMD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,586
-$1,807 QoQ
Shares Held
52
-40.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 115 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $1,345,525 across 31 Medical Instruments & Supplies names. UTMD ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGN |
Align Technology Inc
|
1,791 | $302,070 | |
| 2 | COO |
Cooper Companies, Inc.
|
2,646 | $189,744 | |
| 3 | BDX |
Becton Dickinson & Co
|
1,172 | $177,358 | |
| 4 | XRAY |
DENTSPLY SIRONA Inc.
|
13,130 | $139,309 | |
| 5 | NVST |
Envista Holdings Corp
|
5,083 | $133,937 | |
| 6 | ISRG |
Intuitive Surgical Inc
|
302 | $120,099 | |
| 7 | BAX |
Baxter International Inc
|
4,280 | $91,249 | |
| 8 | SOLV |
Solventum Corp
|
443 | $34,177 |
All Filings in UTMD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,586 | 52 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,393 | 87 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $4,868 | 87 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $9,004 | 143 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $683 | 12 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||