Position in UTMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$282,680
-$13,198 QoQ
Shares Held
4,098
-14.1% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 115 holders
Holding Since
Mar 2020
26 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, 2026BANK OF AMERICA CORP /DE/ holds $3,494,718,999 across 39 Medical Instruments & Supplies names. UTMD ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
3,403,759 | $1,353,606,876 | |
| 2 | BDX |
Becton Dickinson & Co
|
3,138,786 | $474,992,483 | |
| 3 | ALC |
Alcon Inc
|
2,464,811 | $165,388,815 | |
| 4 | RMD |
Resmed Inc
|
775,424 | $151,114,625 | |
| 5 | COO |
Cooper Companies, Inc.
|
2,009,835 | $144,125,264 | |
| 6 | BAX |
Baxter International Inc
|
6,237,950 | $132,993,091 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
350,482 | $125,823,038 | |
| 8 | AVTR |
Avantor, Inc.
|
10,989,344 | $108,794,503 |
All Filings in UTMD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,680 | 4,098 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $295,878 | 4,773 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $152,041 | 2,717 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $100,560 | 1,597 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $101,999 | 1,792 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $123,734 | 2,208 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $302,923 | 4,928 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $276,538 | 4,133 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $236,038 | 3,533 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $119,605 | 1,682 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $297,211 | 3,529 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $269,438 | 3,133 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $83,599 | 897 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $153,337 | 1,618 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $210,810 | 2,097 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $42,654 | 500 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $182,708 | 2,127 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $468,349 | 5,212 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $285,200 | 2,852 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $133,688 | 1,440 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $128,409 | 1,510 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $276,426 | 3,192 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $132,940 | 1,577 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $66,051 | 827 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $139,930 | 1,579 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $95,084 | 1,011 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||