Position in ATR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,048,707
+$542,623 QoQ
Shares Held
16,257
+31.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $206,529,138 across 25 Medical Instruments & Supplies names. ATR ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
487,861 | $109,515,037 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
143,337 | $66,076,923 | |
| 3 | BDX |
Becton Dickinson & Co
|
62,213 | $9,781,749 | |
| 4 | ALC |
Alcon Inc
|
49,913 | $3,760,944 | |
| 5 | ALGN |
Align Technology Inc
|
15,514 | $2,659,565 | |
| 6 | ATR |
Aptargroup, Inc.
This page
|
16,257 | $2,048,707 | |
| 7 | SOLV |
Solventum Corp
|
30,167 | $1,969,905 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
6,155 | $1,542,689 |
All Filings in ATR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,048,707 | 16,257 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,506,084 | 12,349 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,006,727 | 7,532 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $839,403 | 5,366 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $714,004 | 4,812 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $736,956 | 4,691 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $732,068 | 4,570 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $625,618 | 4,443 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $586,495 | 4,076 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,546,980 | 12,514 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,329,675 | 10,634 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,175,631 | 10,147 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,361,548 | 11,520 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,415,332 | 12,869 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,230,258 | 12,946 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $360,925 | 3,497 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $364,015 | 3,098 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $301,055 | 2,458 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $267,463 | 2,241 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $62,251 | 442 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $94,210 | 665 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $60,642 | 443 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $42,223 | 373 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $82,865 | 740 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $73,261 | 736 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||