Position in BIO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$843,247
-$281,230 QoQ
Shares Held
2,872
-28.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#178
of 398 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIO Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Atria Investments, Inc holds $37,398,407 across 20 Medical Devices names. BIO ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
156,519 | $12,244,481 | |
| 2 | ABT |
Abbott Laboratories
|
84,367 | $7,655,461 | |
| 3 | SYK |
Stryker Corp
|
21,186 | $6,670,200 | |
| 4 | BSX |
Boston Scientific Corp
|
31,772 | $1,356,028 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
13,681 | $1,177,797 | |
| 6 | UFPT |
Ufp Technologies Inc
|
3,389 | $898,525 | |
| 7 | DXCM |
Dexcom Inc
|
12,923 | $870,364 | |
| 8 | STE |
STERIS plc
|
4,041 | $850,913 |
All Filings in BIO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,247 | 2,872 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,124,477 | 4,034 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,022,591 | 3,375 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $823,225 | 2,936 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $771,017 | 3,195 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $474,211 | 1,947 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $845,913 | 2,575 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $884,964 | 2,645 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $661,472 | 2,422 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $405,948 | 1,158 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||