Position in AZTA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$424,882
+$67,469 QoQ
Shares Held
16,649
-1.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#118
of 247 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AZTA Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $108,161,186 across 25 Medical Instruments & Supplies names. AZTA ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
117,043 | $46,545,660 | |
| 2 | BDX |
Becton Dickinson & Co
|
83,994 | $12,710,812 | |
| 3 | RMD |
Resmed Inc
|
56,083 | $10,929,455 | |
| 4 | COO |
Cooper Companies, Inc.
|
83,216 | $5,967,419 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
14,417 | $5,175,703 | |
| 6 | ALGN |
Align Technology Inc
|
30,195 | $5,092,688 | |
| 7 | NVST |
Envista Holdings Corp
|
138,590 | $3,651,846 | |
| 8 | ATR |
Aptargroup, Inc.
|
25,202 | $3,155,290 |
All Filings in AZTA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,882 | 16,649 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $357,413 | 16,915 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $165,002 | 4,961 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $111,088 | 3,868 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||