Position in AZTA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,404
-$1,897 QoQ
Shares Held
251
-36.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 247 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZTA Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,245,309 across 36 Medical Instruments & Supplies names. AZTA ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,563 | $621,568 | |
| 2 | COO |
Cooper Companies, Inc.
|
5,825 | $417,706 | |
| 3 | BDX |
Becton Dickinson & Co
|
2,729 | $412,973 | |
| 4 | ALGN |
Align Technology Inc
|
1,519 | $256,190 | |
| 5 | RMD |
Resmed Inc
|
1,164 | $226,837 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
511 | $183,449 | |
| 7 | BAX |
Baxter International Inc
|
7,348 | $156,655 | |
| 8 | LMAT |
Lemaitre Vascular Inc
|
1,485 | $142,499 |
All Filings in AZTA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,404 | 251 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,301 | 393 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $17,027 | 512 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,320 | 638 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,820 | 644 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,952 | 143 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,400 | 108 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,488 | 134 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,943 | 132 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,888 | 247 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,383 | 98 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,972 | 119 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,134 | 110 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,371 | 98 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $28,235 | 485 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,928 | 115 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,931 | 110 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,116 | 110 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||