Position in UTMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$177,139
+$106,224 QoQ
Shares Held
2,568
+124.5% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 115 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $1,036,452,242 across 43 Medical Instruments & Supplies names. UTMD ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,027,542 | $408,632,901 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,210,775 | $183,226,578 | |
| 3 | COO |
Cooper Companies, Inc.
|
1,155,630 | $82,870,225 | |
| 4 | ALC |
Alcon Inc
|
736,503 | $49,419,349 | |
| 5 | ALGN |
Align Technology Inc
|
280,145 | $47,249,253 | |
| 6 | RMD |
Resmed Inc
|
230,914 | $45,000,518 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
114,107 | $40,964,413 | |
| 8 | MMSI |
Merit Medical Systems Inc
|
523,502 | $36,299,626 |
All Filings in UTMD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,139 | 2,568 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $70,915 | 1,144 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $230,834 | 4,125 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $147,727 | 2,346 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $112,986 | 1,985 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $105,915 | 1,890 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $118,452 | 1,927 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $103,241 | 1,543 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $101,016 | 1,512 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $86,184 | 1,212 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $90,367 | 1,073 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $74,906 | 871 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $149,026 | 1,599 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $79,226 | 836 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,592 | 175 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,875 | 233 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,934 | 267 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $461,609 | 5,137 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,134,100 | 11,341 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,099,224 | 11,840 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $475,372 | 5,590 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,181,742 | 13,646 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $865,338 | 10,265 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $892,865 | 11,179 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $845,787 | 9,544 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $886,703 | 9,428 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||