Position in ATR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$337,914
New position
Shares Held
2,699
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 553 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 81%
Shared 0%
None 19%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $14,362,866 across 10 Medical Instruments & Supplies names. ATR ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
22,873 | $9,096,134 | |
| 2 | BDX |
Becton Dickinson & Co
|
11,507 | $1,741,354 | |
| 3 | COO |
Cooper Companies, Inc.
|
9,432 | $676,368 | |
| 4 | NVST |
Envista Holdings Corp
|
24,379 | $642,386 | |
| 5 | RMD |
Resmed Inc
|
2,677 | $521,693 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,394 | $500,446 | |
| 7 | ATR |
Aptargroup, Inc.
This page
|
2,699 | $337,914 | |
| 8 | SOLV |
Solventum Corp
|
4,379 | $337,839 |
All Filings in ATR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,914 | 2,699 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||