Position in AZTA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$76
+$13 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#244
of 247 holders
Holding Since
Mar 2024
7 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, 2026Abound Wealth Management holds $177,760 across 11 Medical Instruments & Supplies names. AZTA ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
384 | $152,709 | |
| 2 | ALGN |
Align Technology Inc
|
61 | $10,288 | |
| 3 | BDX |
Becton Dickinson & Co
|
54 | $8,171 | |
| 4 | BAX |
Baxter International Inc
|
179 | $3,816 | |
| 5 | SOLV |
Solventum Corp
|
12 | $925 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
2 | $718 | |
| 7 | RMD |
Resmed Inc
|
3 | $584 | |
| 8 | ALC |
Alcon Inc
|
3 | $201 |
All Filings in AZTA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76 | 3 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $63 | 3 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $99 | 3 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $86 | 3 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $92 | 3 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $103 | 3 | Shares | Sole | 2025-04-17 | |
| 2024-03-31 | $7,173 | 119 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||