Position in ATR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,377,395
+$27,785 QoQ
Shares Held
26,976
+1.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 550 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $103,098,840 across 17 Medical Instruments & Supplies names. ATR ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
146,596 | $58,298,296 | |
| 2 | BDX |
Becton Dickinson & Co
|
93,853 | $14,202,774 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
29,089 | $10,442,951 | |
| 4 | COO |
Cooper Companies, Inc.
|
49,545 | $3,552,871 | |
| 5 | ATR |
Aptargroup, Inc.
This page
|
26,976 | $3,377,395 | |
| 6 | SOLV |
Solventum Corp
|
34,238 | $2,641,460 | |
| 7 | ALGN |
Align Technology Inc
|
13,184 | $2,223,613 | |
| 8 | ALC |
Alcon Inc
|
29,208 | $1,959,856 |
All Filings in ATR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,377,395 | 26,976 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $3,349,610 | 26,580 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,348,533 | 27,456 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,868,877 | 21,464 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,467,270 | 22,165 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $3,054,698 | 20,587 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,216,150 | 20,472 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $3,213,090 | 20,058 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,867,876 | 20,367 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $3,361,126 | 23,359 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,873,299 | 23,243 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $2,843,784 | 22,743 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,690,153 | 23,219 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $2,789,519 | 23,602 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,586,949 | 23,522 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $2,697,520 | 28,386 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $3,605,227 | 34,931 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $4,882,124 | 41,550 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $4,925,287 | 40,213 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,738,909 | 39,706 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $5,624,303 | 39,934 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,437,294 | 38,380 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,909,421 | 35,864 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $3,313,815 | 29,274 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $3,265,783 | 29,164 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $2,829,921 | 28,430 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||