Position in UTMD
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$595,504
+$45,157 QoQ
Shares Held
8,633
-2.8% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 115 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $75,811,556 across 26 Medical Instruments & Supplies names. UTMD ranks #15 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
76,644 | $30,479,785 | |
| 2 | RMD |
Resmed Inc
|
58,273 | $11,356,242 | |
| 3 | COO |
Cooper Companies, Inc.
|
74,717 | $5,357,956 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
10,331 | $3,708,829 | |
| 5 | BDX |
Becton Dickinson & Co
|
24,364 | $3,687,004 | |
| 6 | NVST |
Envista Holdings Corp
|
136,906 | $3,607,473 | |
| 7 | ATR |
Aptargroup, Inc.
|
20,859 | $2,611,546 | |
| 8 | ALGN |
Align Technology Inc
|
15,123 | $2,550,645 |
All Filings in UTMD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,504 | 8,633 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $550,347 | 8,878 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $436,767 | 7,805 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $461,381 | 7,327 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $257,790 | 4,529 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $258,400 | 4,611 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $267,394 | 4,350 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $291,058 | 4,350 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $290,623 | 4,350 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $310,039 | 4,360 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $369,557 | 4,388 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $378,228 | 4,398 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $405,420 | 4,350 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $424,474 | 4,479 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $973,230 | 9,681 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $827,336 | 9,698 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $833,058 | 9,698 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $871,462 | 9,698 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $969,800 | 9,698 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $890,149 | 9,588 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $815,363 | 9,588 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $830,320 | 9,588 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||