Position in ATEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$145,631
-$13,184 QoQ
Shares Held
16,836
+15.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#183
of 264 holders
Holding Since
Mar 2026
2 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, 2026Rothschild Wealth LLC holds $5,459,729 across 9 Medical Devices names. ATEC ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
21,212 | $1,924,776 | |
| 2 | SYK |
Stryker Corp
|
3,713 | $1,169,000 | |
| 3 | EW |
Edwards Lifesciences Corp
|
6,507 | $588,623 | |
| 4 | MDT |
Medtronic plc
|
7,233 | $565,837 | |
| 5 | VMD |
Viemed Healthcare, Inc.
|
30,548 | $348,247 | |
| 6 | DXCM |
Dexcom Inc
|
3,792 | $255,391 | |
| 7 | BSX |
Boston Scientific Corp
|
5,901 | $251,854 | |
| 8 | INFU |
InfuSystem Holdings, Inc
|
21,800 | $210,370 |
All Filings in ATEC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,631 | 16,836 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $158,815 | 14,597 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||