JONES FINANCIAL COMPANIES LLLP
Position in UTMD — Utah Medical Products Inc
CIK 815917
DES PERES, MO
Position in UTMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,418
+$6,363 QoQ
Shares Held
325
+25.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 115 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $334,018,183 across 35 Medical Instruments & Supplies names. UTMD ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
265,736 | $105,677,891 | |
| 2 | BAX |
Baxter International Inc
|
2,406,207 | $51,300,332 | |
| 3 | AVTR |
Avantor, Inc.
|
4,120,981 | $40,797,711 | |
| 4 | COO |
Cooper Companies, Inc.
|
492,333 | $35,305,199 | |
| 5 | BDX |
Becton Dickinson & Co
|
184,723 | $27,954,130 | |
| 6 | ATR |
Aptargroup, Inc.
|
183,181 | $22,934,261 | |
| 7 | ALC |
Alcon Inc
|
204,327 | $13,710,341 | |
| 8 | MDLN |
Medline Inc.
|
333,669 | $13,159,904 |
All Filings in UTMD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,418 | 325 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,055 | 259 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,250 | 344 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,586 | 184 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,481 | 149 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,349 | 149 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||