Position in UTMD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$276,747
+$34,305 QoQ
Shares Held
4,012
+2.6% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 115 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $9,436,624 across 6 Medical Instruments & Supplies names. UTMD ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMSI |
Merit Medical Systems Inc
|
49,063 | $3,402,028 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
8,023 | $3,190,586 | |
| 3 | RMD |
Resmed Inc
|
7,590 | $1,479,139 | |
| 4 | AZTA |
Azenta, Inc.
|
32,249 | $822,994 | |
| 5 | UTMD |
Utah Medical Products Inc
This page
|
4,012 | $276,747 | |
| 6 | BDX |
Becton Dickinson & Co
|
1,752 | $265,130 |
All Filings in UTMD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,747 | 4,012 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $242,442 | 3,911 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $207,667 | 3,711 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $233,870 | 3,714 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $211,400 | 3,714 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $227,914 | 4,067 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $243,789 | 3,966 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $265,498 | 3,968 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $251,672 | 3,767 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $260,759 | 3,667 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $283,484 | 3,366 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $289,476 | 3,366 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $313,245 | 3,361 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $318,331 | 3,359 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $337,679 | 3,359 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $288,176 | 3,378 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $284,157 | 3,308 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $297,077 | 3,306 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $360,600 | 3,606 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $334,781 | 3,606 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $862,755 | 10,802 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,127,057 | 24,002 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,229,173 | 23,702 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||