Position in ATR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$507,185
-$3,322 QoQ
Shares Held
4,051
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#294
of 550 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Morningstar Investment Management LLC holds $14,376,241 across 7 Medical Instruments & Supplies names. ATR ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAX |
Baxter International Inc
|
187,381 | $3,994,962 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
8,335 | $3,314,662 | |
| 3 | BDX |
Becton Dickinson & Co
|
19,364 | $2,930,354 | |
| 4 | ALGN |
Align Technology Inc
|
12,711 | $2,143,837 | |
| 5 | ALC |
Alcon Inc
|
17,357 | $1,164,654 | |
| 6 | ATR |
Aptargroup, Inc.
This page
|
4,051 | $507,185 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
893 | $320,587 |
All Filings in ATR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,185 | 4,051 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $510,507 | 4,051 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $659,437 | 5,407 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $723,367 | 5,412 | Shares | Sole | 2025-11-17 | |
| 2024-12-31 | $324,882 | 2,068 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $331,272 | 2,068 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $279,367 | 1,984 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $285,477 | 1,984 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $245,262 | 1,984 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $241,202 | 1,929 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $223,493 | 1,929 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||