Position in ATR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$74,016,082
+$372,854 QoQ
Shares Held
587,336
-2.7% QoQ
Ownership
0.920%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Williams Jones Wealth Management, LLC. holds $237,060,503 across 7 Medical Instruments & Supplies names. ATR ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
214,327 | $98,802,603 | |
| 2 | ATR |
Aptargroup, Inc.
This page
|
587,336 | $74,016,082 | |
| 3 | ALC |
Alcon Inc
|
813,900 | $61,327,365 | |
| 4 | COO |
Cooper Companies, Inc.
|
18,364 | $1,313,026 | |
| 5 | BDX |
Becton Dickinson & Co
|
4,612 | $725,144 | |
| 6 | RMD |
Resmed Inc
|
2,829 | $635,053 | |
| 7 | STAA |
Staar Surgical Co
|
12,900 | $241,230 |
All Filings in ATR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,016,082 | 587,336 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $73,643,228 | 603,831 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $84,721,326 | 633,857 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $105,405,662 | 673,820 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $100,618,554 | 678,114 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $107,273,692 | 682,837 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $111,917,544 | 698,655 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $99,523,380 | 706,792 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $102,677,601 | 713,584 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $88,834,568 | 718,610 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $90,391,791 | 722,903 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $74,891,788 | 646,399 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $76,466,211 | 646,977 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $72,579,211 | 659,931 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $66,544,377 | 700,246 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $76,135,746 | 737,678 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $90,355,385 | 768,982 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $98,452,486 | 803,825 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $100,587,344 | 842,793 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $116,641,434 | 828,184 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $113,567,630 | 801,635 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $102,150,329 | 746,222 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $81,537,960 | 720,300 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $79,537,266 | 710,281 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $67,736,571 | 680,496 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||