Position in ATEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$953,999
+$309,795 QoQ
Shares Held
110,289
+86.3% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 265 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATEC Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Creative Planning holds $372,656,489 across 70 Medical Devices names. ATEC ranks #30 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,307,637 | $118,654,981 | |
| 2 | SYK |
Stryker Corp
|
136,568 | $42,997,068 | |
| 3 | EW |
Edwards Lifesciences Corp
|
444,046 | $40,168,401 | |
| 4 | MDT |
Medtronic plc
|
457,500 | $35,790,224 | |
| 5 | BSX |
Boston Scientific Corp
|
510,100 | $21,771,067 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
116,228 | $10,006,068 | |
| 7 | ITGR |
Integer Holdings Corp
|
104,511 | $9,766,552 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
132,721 | $8,495,470 |
All Filings in ATEC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,999 | 110,289 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $644,204 | 59,210 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $898,807 | 42,719 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $852,829 | 58,654 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $645,131 | 58,120 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $600,257 | 59,197 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $503,109 | 54,805 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $270,276 | 48,611 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $276,297 | 26,440 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $171,451 | 12,433 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $172,631 | 11,425 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $304,859 | 23,505 | Shares | Sole | 2023-11-16 | |
| 2022-12-31 | $141,580 | 11,464 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $99,172 | 11,347 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $74,817 | 11,440 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $126,500 | 11,000 | Shares | Sole | 2022-05-16 | |
| 2020-09-30 | $246,344 | 37,100 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $189,034 | 40,220 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||