Position in AZTA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,046
+$180 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 247 holders
Holding Since
Dec 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, 2026MONTAG A & ASSOCIATES INC holds $7,759,987 across 9 Medical Instruments & Supplies names. AZTA ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
14,266 | $5,673,302 | |
| 2 | BDX |
Becton Dickinson & Co
|
6,455 | $976,835 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
2,356 | $845,804 | |
| 4 | ATR |
Aptargroup, Inc.
|
981 | $122,821 | |
| 5 | SOLV |
Solventum Corp
|
1,499 | $115,647 | |
| 6 | AVTR |
Avantor, Inc.
|
1,900 | $18,810 | |
| 7 | ALC |
Alcon Inc
|
67 | $4,495 | |
| 8 | RGEN |
Repligen Corp
|
9 | $1,227 |
All Filings in AZTA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,046 | 41 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $866 | 41 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,363 | 41 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,321 | 46 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,415 | 46 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $935 | 27 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,250 | 25 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||