Position in ATR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$638,269
-$95,293 QoQ
Shares Held
5,098
-12.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#279
of 553 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Allworth Financial LP holds $16,033,220 across 34 Medical Instruments & Supplies names. ATR ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
25,807 | $10,262,926 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,164 | $2,294,768 | |
| 3 | ATR |
Aptargroup, Inc.
This page
|
5,098 | $638,269 | |
| 4 | ALGN |
Align Technology Inc
|
3,393 | $572,263 | |
| 5 | SOLV |
Solventum Corp
|
5,018 | $387,138 | |
| 6 | COO |
Cooper Companies, Inc.
|
4,453 | $319,324 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
870 | $312,330 | |
| 8 | RMD |
Resmed Inc
|
1,286 | $250,615 |
All Filings in ATR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,269 | 5,098 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $733,562 | 5,821 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $603,458 | 4,948 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $641,701 | 4,801 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $748,986 | 4,788 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $706,585 | 4,762 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $741,354 | 4,719 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $761,863 | 4,756 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $670,114 | 4,759 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $671,534 | 4,667 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $575,821 | 4,658 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $579,185 | 4,632 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $535,157 | 4,619 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $544,974 | 4,611 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $504,808 | 4,590 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $436,187 | 4,590 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $572,299 | 5,545 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $358,257 | 3,049 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $381,892 | 3,118 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||