Position in ATR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$122,821
-$552 QoQ
Shares Held
981
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#403
of 550 holders
Holding Since
Dec 2020
23 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, 2026MONTAG A & ASSOCIATES INC holds $7,759,987 across 9 Medical Instruments & Supplies names. ATR ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
14,266 | $5,673,302 | |
| 2 | BDX |
Becton Dickinson & Co
|
6,455 | $976,835 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
2,356 | $845,804 | |
| 4 | ATR |
Aptargroup, Inc.
This page
|
981 | $122,821 | |
| 5 | SOLV |
Solventum Corp
|
1,499 | $115,647 | |
| 6 | AVTR |
Avantor, Inc.
|
1,900 | $18,810 | |
| 7 | ALC |
Alcon Inc
|
67 | $4,495 | |
| 8 | RGEN |
Repligen Corp
|
9 | $1,227 |
All Filings in ATR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,821 | 981 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $123,373 | 979 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $119,398 | 979 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $133,927 | 1,002 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $154,239 | 986 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $146,005 | 984 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $152,701 | 972 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $155,704 | 972 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $136,867 | 972 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $139,861 | 972 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $120,158 | 972 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $121,538 | 972 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $112,615 | 972 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $114,880 | 972 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $106,900 | 972 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $92,369 | 972 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $100,320 | 972 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $114,210 | 972 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $119,050 | 972 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $116,008 | 972 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $136,896 | 972 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $137,703 | 972 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $133,057 | 972 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||