Position in PDEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$98
+$22 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDEX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Allworth Financial LP holds $18,061,428 across 39 Medical Instruments & Supplies names. PDEX ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
27,819 | $12,824,280 | |
| 2 | BDX |
Becton Dickinson & Co
|
13,731 | $2,158,925 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,821 | $733,562 | |
| 4 | ALGN |
Align Technology Inc
|
3,292 | $564,347 | |
| 5 | COO |
Cooper Companies, Inc.
|
5,029 | $359,573 | |
| 6 | SOLV |
Solventum Corp
|
4,752 | $310,305 | |
| 7 | RMD |
Resmed Inc
|
1,016 | $228,071 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
848 | $212,542 |
All Filings in PDEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98 | 2 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $76 | 2 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $203 | 6 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||