Position in ATR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$49,903
-$27,541 QoQ
Shares Held
396
-37.6% QoQ
Ownership
0.001%
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 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Clearstead Advisors, LLC holds $5,048,644 across 16 Medical Instruments & Supplies names. ATR ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,781 | $2,203,993 | |
| 2 | BDX |
Becton Dickinson & Co
|
8,515 | $1,338,813 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
2,833 | $710,063 | |
| 4 | ALGN |
Align Technology Inc
|
1,279 | $219,258 | |
| 5 | SOLV |
Solventum Corp
|
3,185 | $207,980 | |
| 6 | RGEN |
Repligen Corp
|
1,000 | $117,820 | |
| 7 | COO |
Cooper Companies, Inc.
|
1,325 | $94,737 | |
| 8 | ATR |
Aptargroup, Inc.
This page
|
396 | $49,903 |
All Filings in ATR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,903 | 396 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $77,444 | 635 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $94,497 | 707 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $155,178 | 992 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $142,593 | 961 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $171,396 | 1,091 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $233,076 | 1,455 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $204,878 | 1,455 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $54,102 | 376 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $46,481 | 376 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $47,015 | 376 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $39,971 | 345 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $40,775 | 345 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $37,943 | 345 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $75,453 | 794 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $242,233 | 2,347 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $275,772 | 2,347 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $287,460 | 2,347 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $302,790 | 2,537 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $330,551 | 2,347 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $332,499 | 2,347 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $321,280 | 2,347 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $265,680 | 2,347 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $262,817 | 2,347 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $233,620 | 2,347 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||