Position in ATR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$411,908
New position
Shares Held
3,290
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#312
of 553 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $5,314,453 across 10 Medical Instruments & Supplies names. ATR ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
5,312 | $2,112,476 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
1,822 | $654,098 | |
| 3 | NVST |
Envista Holdings Corp
|
17,010 | $448,213 | |
| 4 | ATR |
Aptargroup, Inc.
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|
3,290 | $411,908 | |
| 5 | BDX |
Becton Dickinson & Co
|
2,341 | $354,263 | |
| 6 | RMD |
Resmed Inc
|
1,641 | $319,798 | |
| 7 | ALGN |
Align Technology Inc
|
1,762 | $297,178 | |
| 8 | TFX |
Teleflex Inc
|
1,966 | $249,210 |
All Filings in ATR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,908 | 3,290 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||