Position in ATR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,284,872
+$13,471,555 QoQ
Shares Held
176,836
+144.7% QoQ
Ownership
0.277%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 73.17599597710567.ToString("F0")%
Shared 0.020905490233745983.ToString("F0")%
None 26.80309853266059.ToString("F0")%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Corient Private Wealth LLC holds $271,508,905 across 23 Medical Instruments & Supplies names. ATR ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
336,763 | $155,244,374 | |
| 2 | ATR |
Aptargroup, Inc.
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|
176,836 | $22,284,872 | |
| 3 | RMD |
Resmed Inc
|
92,502 | $20,764,848 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
59,329 | $14,870,220 | |
| 5 | NVST |
Envista Holdings Corp
|
518,177 | $13,146,150 | |
| 6 | BDX |
Becton Dickinson & Co
|
77,506 | $12,186,268 | |
| 7 | ALC |
Alcon Inc
|
96,105 | $7,241,510 | |
| 8 | AVTR |
Avantor, Inc.
|
637,530 | $4,998,235 |
All Filings in ATR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,284,872 | 176,836 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,813,317 | 72,264 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $9,968,762 | 74,583 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $12,379,243 | 79,136 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $11,801,996 | 79,539 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,896,339 | 82,090 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,226,087 | 82,565 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,648,648 | 82,726 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,973,374 | 83,212 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,185,546 | 82,394 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,538,871 | 84,284 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,400,752 | 89,770 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,555,903 | 89,313 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,945,175 | 72,242 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||