Position in ATR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$49,704
+$22,106 QoQ
Shares Held
397
+81.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#73
of 114 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $511,421 across 25 Medical Instruments & Supplies names. ATR ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COO |
Cooper Companies, Inc.
|
990 | $70,992 | |
| 2 | ALGN |
Align Technology Inc
|
400 | $67,464 | |
| 3 | BDX |
Becton Dickinson & Co
|
357 | $54,024 | |
| 4 | ATR |
Aptargroup, Inc.
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|
397 | $49,704 | |
| 5 | RMD |
Resmed Inc
|
240 | $46,771 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
126 | $45,234 | |
| 7 | XRAY |
DENTSPLY SIRONA Inc.
|
4,103 | $43,532 | |
| 8 | NVST |
Envista Holdings Corp
|
1,524 | $40,157 |
All Filings in ATR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,704 | 397 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $27,598 | 219 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,341 | 11 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $8,153 | 61 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,754 | 24 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,819 | 19 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,042 | 13 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,922 | 12 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $704 | 5 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $719 | 5 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $370 | 3 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $375 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $347 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $236 | 2 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $219 | 2 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||