Position in ATR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,724,825
-$31,957 QoQ
Shares Held
29,751
-0.2% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#147
of 553 holders
Holding Since
Sep 2025
4 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, 2026Waverly Advisors, LLC holds $20,694,870 across 10 Medical Instruments & Supplies names. ATR ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
18,385 | $7,311,346 | |
| 2 | RGEN |
Repligen Corp
|
32,751 | $4,468,546 | |
| 3 | ATR |
Aptargroup, Inc.
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|
29,751 | $3,724,825 | |
| 4 | TFX |
Teleflex Inc
|
16,283 | $2,064,033 | |
| 5 | BDX |
Becton Dickinson & Co
|
7,972 | $1,206,401 | |
| 6 | COO |
Cooper Companies, Inc.
|
6,692 | $479,883 | |
| 7 | ALC |
Alcon Inc
|
6,649 | $446,147 | |
| 8 | BAX |
Baxter International Inc
|
18,763 | $400,027 |
All Filings in ATR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,724,825 | 29,751 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,756,782 | 29,811 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,543,425 | 29,054 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $400,445 | 2,996 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||