Position in AZTA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$238,768
-$38,719 QoQ
Shares Held
11,300
+35.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 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, 2026Portside Wealth Group, LLC holds $7,085,650 across 10 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,137 | $1,645,201 | |
| 2 | BDX |
Becton Dickinson & Co
|
10,299 | $1,558,546 | |
| 3 | RGEN |
Repligen Corp
|
8,053 | $1,098,751 | |
| 4 | LMAT |
Lemaitre Vascular Inc
|
6,390 | $613,183 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
8,079 | $560,197 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,532 | $549,988 | |
| 7 | ALC |
Alcon Inc
|
4,919 | $330,064 | |
| 8 | BAX |
Baxter International Inc
|
15,387 | $328,050 |
All Filings in AZTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,768 | 11,300 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $277,487 | 8,343 | Shares | Other | 2026-01-21 | |
| 2024-09-30 | $243,604 | 5,029 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $314,194 | 5,971 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $367,587 | 6,098 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $338,728 | 5,200 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $283,222 | 5,643 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $277,979 | 5,955 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||