Position in UTMD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$137
+$76 QoQ
Shares Held
2
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 115 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $3,989,597 across 34 Medical Instruments & Supplies names. UTMD ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COO |
Cooper Companies, Inc.
|
21,068 | $1,510,786 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
1,443 | $573,852 | |
| 3 | ALGN |
Align Technology Inc
|
1,998 | $336,982 | |
| 4 | RMD |
Resmed Inc
|
1,667 | $324,864 | |
| 5 | SOLV |
Solventum Corp
|
3,950 | $304,742 | |
| 6 | BAX |
Baxter International Inc
|
12,264 | $261,468 | |
| 7 | AVTR |
Avantor, Inc.
|
19,896 | $196,970 | |
| 8 | BDX |
Becton Dickinson & Co
|
1,095 | $165,706 |
All Filings in UTMD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137 | 2 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $61 | 1 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $55 | 1 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $62 | 1 | Shares | Sole | 2025-11-07 | |
| 2024-12-31 | $307 | 5 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||