Position in AZTA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$258,166
-$37,482 QoQ
Shares Held
12,218
+37.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AZTA Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Atria Investments, Inc holds $31,013,143 across 20 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
24,737 | $9,837,410 | |
| 2 | BDX |
Becton Dickinson & Co
|
36,791 | $5,567,582 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
9,238 | $3,316,442 | |
| 4 | COO |
Cooper Companies, Inc.
|
25,556 | $1,832,620 | |
| 5 | ALC |
Alcon Inc
|
22,501 | $1,509,817 | |
| 6 | SOLV |
Solventum Corp
|
17,042 | $1,314,790 | |
| 7 | ALGN |
Align Technology Inc
|
6,857 | $1,156,501 | |
| 8 | BAX |
Baxter International Inc
|
50,012 | $1,066,255 |
All Filings in AZTA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,166 | 12,218 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $295,648 | 8,889 | Shares | Sole | 2026-02-05 | |
| 2025-03-31 | $286,057 | 8,258 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $412,550 | 8,251 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $449,038 | 9,270 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $818,819 | 15,561 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,034,618 | 15,883 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,103,269 | 18,950 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $1,467,956 | 20,360 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,662,655 | 20,061 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,906,194 | 18,487 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,640,465 | 16,028 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,511,712 | 15,866 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,247,448 | 15,278 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||