Position in UTMD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,805,902
+$1,780,732 QoQ
Shares Held
69,671
+42.8% QoQ
Ownership
2.19%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 115 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026MORGAN STANLEY holds $6,763,901,342 across 50 Medical Instruments & Supplies names. UTMD ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
6,561,322 | $2,609,306,522 | |
| 2 | MDLN |
Medline Inc.
|
21,605,662 | $852,127,303 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
1,582,546 | $568,134,014 | |
| 4 | BDX |
Becton Dickinson & Co
|
3,319,590 | $502,353,546 | |
| 5 | ATR |
Aptargroup, Inc.
|
3,523,908 | $441,193,272 | |
| 6 | RMD |
Resmed Inc
|
1,928,931 | $375,910,068 | |
| 7 | ALGN |
Align Technology Inc
|
1,013,842 | $170,994,583 | |
| 8 | NVST |
Envista Holdings Corp
|
6,436,043 | $169,589,728 |
All Filings in UTMD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,805,902 | 69,671 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,025,170 | 48,801 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,445,730 | 43,705 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,607,799 | 57,294 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,310,236 | 58,156 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,451,714 | 25,905 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,239,903 | 36,439 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,180,995 | 32,596 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,395,401 | 35,854 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,477,918 | 48,909 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,052,495 | 12,497 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $728,162 | 8,467 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,436,023 | 15,408 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,435,951 | 15,152 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $938,847 | 9,339 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $833,219 | 9,767 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $846,971 | 9,860 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $200,925 | 2,236 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $207,600 | 2,076 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $142,508 | 1,535 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $141,420 | 1,663 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $123,837 | 1,430 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $299,012 | 3,547 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $112,137 | 1,404 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $186,367 | 2,103 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $123,769 | 1,316 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||