Position in ATR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$37,932
+$21,224 QoQ
Shares Held
301
+119.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Root Financial Partners, LLC holds $2,467,522 across 30 Medical Instruments & Supplies names. ATR ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,313 | $1,988,249 | |
| 2 | COO |
Cooper Companies, Inc.
|
1,774 | $126,841 | |
| 3 | BDX |
Becton Dickinson & Co
|
569 | $89,463 | |
| 4 | ATR |
Aptargroup, Inc.
This page
|
301 | $37,932 | |
| 5 | RMD |
Resmed Inc
|
144 | $32,325 | |
| 6 | HOLX |
HOLOGIC INC
|
405 | $30,613 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
112 | $28,071 | |
| 8 | ALC |
Alcon Inc
|
252 | $18,988 |
All Filings in ATR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,932 | 301 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $16,708 | 137 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,707 | 125 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||