Position in ATR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$14,075,298
+$143,078 QoQ
Shares Held
111,691
-2.2% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.79041283541198.ToString("F0")%
Shared 0.05909160093472168.ToString("F0")%
None 1.1504955636532934.ToString("F0")%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $1,097,216,452 across 44 Medical Instruments & Supplies names. ATR ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,046,924 | $482,621,490 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,269,128 | $199,544,993 | |
| 3 | COO |
Cooper Companies, Inc.
|
1,229,427 | $87,904,029 | |
| 4 | ALC |
Alcon Inc
|
760,509 | $57,304,350 | |
| 5 | ALGN |
Align Technology Inc
|
328,068 | $56,240,694 | |
| 6 | RMD |
Resmed Inc
|
159,533 | $35,811,966 | |
| 7 | MMSI |
Merit Medical Systems Inc
|
491,176 | $33,856,759 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
96,974 | $24,305,561 |
All Filings in ATR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,075,298 | 111,691 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $13,932,220 | 114,236 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,978,294 | 127,026 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,127,689 | 128,669 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,084,931 | 128,622 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,239,249 | 122,465 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,866,309 | 111,532 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,174,669 | 107,767 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $15,703,721 | 109,137 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $13,481,994 | 109,060 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $12,974,774 | 103,765 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,310,238 | 106,251 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $29,026,043 | 245,588 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $25,493,582 | 231,802 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $22,820,598 | 240,141 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,583,900 | 247,882 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $35,450,220 | 301,704 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $31,895,137 | 260,411 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $179,178,839 | 1,501,289 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $222,103,832 | 1,576,994 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $253,440,686 | 1,788,951 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $252,307,842 | 1,843,143 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $185,532,421 | 1,638,979 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $174,431,914 | 1,557,706 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $160,824,087 | 1,615,673 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||