Minerva Advisors LLC UTMD UTAL MED PRODS INC

Ownership history in Minerva Advisors LLC  ·  8 quarters on record

AI Ownership Summary

Minerva Advisors LLC reported UTAL MED PRODS INC (UTMD) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 3.75% in 2026 Q1. The latest visible filing shows UTMD at 3.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UTMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Minerva Advisors LLC's position in UTAL MED PRODS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UTMD was reported at 3.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.75% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Minerva Advisors LLC held UTMD — position size vs. price
% of Fund (quarterly)    UTMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 93,615 0% 3.75% $5.8M 2026-05-12 $63.82
2025 Q4 ADDED 93,615 +557 +0.6% 3.50% $5.2M 2026-02-09 $62.09
2025 Q3 UNCHANGED 93,058 0% 3.72% $5.9M 2025-11-12 $55.63
2025 Q2 ADDED 93,058 +6,156 +7.1% 3.45% $5.3M 2025-08-13 $58.51
2025 Q1 ADDED 86,902 +8,513 +10.9% 3.46% $4.9M 2025-05-08 $52.77
2024 Q4 ADDED 78,389 +36,061 +85.2% 2.82% $4.8M 2025-02-04 $58.44
2024 Q3 ADDED 42,328 +34,794 +461.8% 1.63% $2.8M 2024-11-08 $65.84
2024 Q2 INITIATED 7,534 0.34% $503K 2024-08-12 $64.19

FAQ About Minerva Advisors LLC and UTMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Minerva Advisors LLC reported owning UTMD?

Minerva Advisors LLC reported UTMD across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported UTMD position in Minerva Advisors LLC's portfolio?

The largest reported portfolio weight for UTMD was 3.75% in 2026 Q1.

What is the latest reported UTMD position on this page?

The most recent filing on this page is 2026 Q1, when Minerva Advisors LLC reported 93,615 shares, equal to 3.75% of portfolio, with an estimated market value of $5.8M.

What does the chart on this UTMD ownership page compare?

The chart compares Minerva Advisors LLC's quarterly UTMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Minerva Advisors LLC time their UTMD position?

Based on 13F filing dates vs. subsequent UTMD price moves, Minerva Advisors LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on UTMD relative to SPY over the holding period was -18.2%.

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