Position in WRAP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,753
-$7,502 QoQ
Shares Held
8,931
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in WRAP Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Mar 31, 2026Allworth Financial LP holds $4,532,053 across 22 Scientific & Technical Instruments names. WRAP ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEYS |
Keysight Technologies, Inc.
|
6,210 | $1,753,517 | |
| 2 | GRMN |
Garmin Ltd
|
2,842 | $659,372 | |
| 3 | COHR |
Coherent Corp.
|
2,587 | $616,249 | |
| 4 | TDY |
Teledyne Technologies Inc
|
659 | $398,701 | |
| 5 | TRMB |
Trimble Inc.
|
5,386 | $351,328 | |
| 6 | MKSI |
Mks Inc
|
1,128 | $259,225 | |
| 7 | CGNX |
Cognex Corp
|
2,778 | $136,094 | |
| 8 | FTV |
Fortive Corp
|
1,364 | $75,401 |
All Filings in WRAP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,753 | 8,931 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,255 | 8,931 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,955 | 6,431 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $10,032 | 6,431 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||