Position in ATR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,583,442
+$1,554,328 QoQ
Shares Held
76,047
+15.5% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 85.60133659589023.ToString("F0")%
Shared 0.ToString("F0")%
None 14.398663404109769.ToString("F0")%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Focus Partners Wealth holds $448,628,893 across 17 Medical Instruments & Supplies names. ATR ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
949,473 | $149,285,639 | |
| 2 | ALC |
Alcon Inc
|
1,557,335 | $117,345,192 | |
| 3 | COO |
Cooper Companies, Inc.
|
1,391,398 | $99,484,957 | |
| 4 | ISRG |
Intuitive Surgical Inc
|
117,405 | $54,122,530 | |
| 5 | ATR |
Aptargroup, Inc.
This page
|
76,047 | $9,583,442 | |
| 6 | RMD |
Resmed Inc
|
20,933 | $4,699,039 | |
| 7 | HOLX |
HOLOGIC INC
|
52,565 | $3,973,388 | |
| 8 | NVST |
Envista Holdings Corp
|
103,621 | $2,628,864 |
All Filings in ATR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,583,442 | 76,047 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,029,114 | 65,834 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,698,325 | 65,078 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,362,079 | 66,241 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,773,938 | 65,871 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $10,483,283 | 66,730 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $8,561,034 | 53,443 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $217,692 | 1,546 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $219,432 | 1,525 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||