Position in ATRC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$42,725
+$33,510 QoQ
Shares Held
1,527
+372.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 250 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATRC Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Allworth Financial LP holds $16,033,220 across 34 Medical Instruments & Supplies names. ATRC ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
25,807 | $10,262,926 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,164 | $2,294,768 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,098 | $638,269 | |
| 4 | ALGN |
Align Technology Inc
|
3,393 | $572,263 | |
| 5 | SOLV |
Solventum Corp
|
5,018 | $387,138 | |
| 6 | COO |
Cooper Companies, Inc.
|
4,453 | $319,324 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
870 | $312,330 | |
| 8 | RMD |
Resmed Inc
|
1,286 | $250,615 |
All Filings in ATRC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,725 | 1,527 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,215 | 323 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,107 | 28 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,163 | 33 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $327 | 10 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $193 | 6 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $729 | 26 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,163 | 95 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $669 | 22 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $785 | 22 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,518 | 126 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $8,341 | 169 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $11,150 | 269 | Shares | Sole | 2023-04-18 | |
| 2022-03-31 | $11,098 | 169 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||