Position in AZTA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$233,824
+$173,225 QoQ
Shares Held
11,066
+507.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AZTA Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CWM, LLC holds $67,417,190 across 37 Medical Instruments & Supplies names. AZTA ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
54,633 | $25,185,266 | |
| 2 | ALGN |
Align Technology Inc
|
103,496 | $17,742,319 | |
| 3 | COO |
Cooper Companies, Inc.
|
91,515 | $6,543,322 | |
| 4 | BDX |
Becton Dickinson & Co
|
40,685 | $6,396,902 | |
| 5 | ATR |
Aptargroup, Inc.
|
16,285 | $2,052,235 | |
| 6 | NVST |
Envista Holdings Corp
|
72,923 | $1,850,056 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
5,241 | $1,313,604 | |
| 8 | RMD |
Resmed Inc
|
5,534 | $1,242,272 |
All Filings in AZTA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,824 | 11,066 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $60,599 | 1,822 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $41,098 | 1,431 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $58,420 | 1,898 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $30,794 | 889 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $95,850 | 1,917 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,208,185 | 45,586 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,761,865 | 52,487 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,922,118 | 65,065 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $5,506,805 | 84,538 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,484,074 | 89,342 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,332,277 | 92,808 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,291,373 | 96,176 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $86,747 | 1,490 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $43,374 | 1,012 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $50,902 | 706 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $31,245 | 377 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,495 | 63 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||