Position in AZTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$530,229
+$66,341 QoQ
Shares Held
20,777
-5.4% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 249 holders
Holding Since
Mar 2021
20 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, 2026Creative Planning holds $195,883,119 across 27 Medical Instruments & Supplies names. AZTA ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
137,514 | $54,686,566 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
90,518 | $32,495,962 | |
| 3 | BDX |
Becton Dickinson & Co
|
134,462 | $20,348,133 | |
| 4 | ALGN |
Align Technology Inc
|
69,292 | $11,686,787 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
146,939 | $10,188,749 | |
| 6 | RMD |
Resmed Inc
|
49,217 | $9,591,408 | |
| 7 | COO |
Cooper Companies, Inc.
|
127,408 | $9,136,427 | |
| 8 | ALC |
Alcon Inc
|
132,357 | $8,881,154 |
All Filings in AZTA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,229 | 20,777 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $463,888 | 21,954 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $289,528 | 8,705 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $301,961 | 10,514 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $270,279 | 8,781 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $228,950 | 4,579 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $220,214 | 4,185 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $260,349 | 4,319 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $250,333 | 3,843 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,076 | 400 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $586,487 | 12,564 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $603,307 | 13,521 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $759,829 | 13,051 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $555,979 | 12,972 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $547,599 | 7,595 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $267,205 | 3,224 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $291,388 | 2,826 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $232,436 | 2,271 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $214,856 | 2,255 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $216,944 | 2,657 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||