Position in AZTA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$515,508
-$90,755 QoQ
Shares Held
24,397
+33.8% QoQ
Ownership
0.056%
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 3%
Shared 0%
None 97%
Common Shares in AZTA Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $113,783,581 across 21 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
173,479 | $68,989,128 | |
| 2 | BDX |
Becton Dickinson & Co
|
80,674 | $12,208,396 | |
| 3 | RMD |
Resmed Inc
|
49,056 | $9,560,033 | |
| 4 | ALGN |
Align Technology Inc
|
15,644 | $2,638,517 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
7,305 | $2,622,495 | |
| 6 | SOLV |
Solventum Corp
|
29,941 | $2,309,948 | |
| 7 | COO |
Cooper Companies, Inc.
|
29,189 | $2,093,143 | |
| 8 | MMSI |
Merit Medical Systems Inc
|
27,185 | $1,885,007 |
All Filings in AZTA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $515,508 | 24,397 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $606,263 | 18,228 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $412,447 | 14,361 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $410,451 | 13,335 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $390,184 | 11,264 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $558,950 | 11,179 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $443,371 | 9,153 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $508,046 | 9,655 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $593,999 | 9,854 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $721,946 | 11,083 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $612,769 | 12,209 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $473,428 | 10,142 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $511,032 | 11,453 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $421,163 | 7,234 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $316,306 | 7,380 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $432,744 | 6,002 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $543,609 | 6,559 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $420,276 | 4,076 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $520,654 | 5,087 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $504,031 | 5,290 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $385,551 | 4,722 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $114,598 | 1,689 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $74,432 | 1,609 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $117,545 | 2,657 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $83,265 | 2,730 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||