Position in ATR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,008
-$284 QoQ
Shares Held
40
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#480
of 550 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $420,879 across 10 Medical Instruments & Supplies names. ATR ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
602 | $239,403 | |
| 2 | SOLV |
Solventum Corp
|
1,094 | $84,402 | |
| 3 | BDX |
Becton Dickinson & Co
|
474 | $71,730 | |
| 4 | LMAT |
Lemaitre Vascular Inc
|
200 | $19,192 | |
| 5 | ATR |
Aptargroup, Inc.
This page
|
40 | $5,008 | |
| 6 | BAX |
Baxter International Inc
|
17 | $362 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
1 | $359 | |
| 8 | RMD |
Resmed Inc
|
1 | $194 |
All Filings in ATR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,008 | 40 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,292 | 42 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||