Position in ATR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$19,121,617
-$21,699,220 QoQ
Shares Held
151,735
-54.7% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026AE Wealth Management LLC holds $31,294,210 across 8 Medical Instruments & Supplies names. ATR ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATR |
Aptargroup, Inc.
This page
|
151,735 | $19,121,617 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
21,044 | $9,701,038 | |
| 3 | BDX |
Becton Dickinson & Co
|
4,513 | $709,565 | |
| 4 | ALGN |
Align Technology Inc
|
2,904 | $497,818 | |
| 5 | RMD |
Resmed Inc
|
2,003 | $449,628 | |
| 6 | SOLV |
Solventum Corp
|
4,448 | $290,449 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
1,142 | $286,216 | |
| 8 | BAX |
Baxter International Inc
|
14,160 | $237,879 |
All Filings in ATR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,121,617 | 151,735 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $40,820,837 | 334,707 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $30,826,114 | 230,631 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $29,706,036 | 189,900 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $27,109,301 | 182,702 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $24,924,687 | 158,655 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $20,904,145 | 130,496 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $14,864,597 | 105,565 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $10,378,630 | 72,129 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $7,192,582 | 58,183 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,031,539 | 32,242 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,442,444 | 21,081 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,891,040 | 16,000 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,551,047 | 14,103 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,242,232 | 13,072 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||