Position in ATR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,302,428
-$25,287 QoQ
Shares Held
18,390
-0.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#185
of 553 holders
Holding Since
Mar 2025
6 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, 2026Aprio Wealth Management, LLC holds $2,686,189 across 2 Medical Instruments & Supplies names. ATR ranks #1 (85.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATR |
Aptargroup, Inc.
This page
|
18,390 | $2,302,428 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
965 | $383,761 |
All Filings in ATR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,302,428 | 18,390 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,327,715 | 18,471 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,267,114 | 18,589 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,555,846 | 19,122 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,990,315 | 19,116 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,899,641 | 19,542 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||