Position in AVTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$637,530
+$110,471 QoQ
Shares Held
64,397
-4.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 454 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $348,548,820 across 34 Medical Instruments & Supplies names. AVTR ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
449,091 | $178,594,508 | |
| 2 | BDX |
Becton Dickinson & Co
|
415,533 | $62,882,608 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
67,793 | $24,337,687 | |
| 4 | COO |
Cooper Companies, Inc.
|
143,898 | $10,318,925 | |
| 5 | ALC |
Alcon Inc
|
145,645 | $9,772,779 | |
| 6 | MDLN |
Medline Inc.
|
206,200 | $8,132,528 | |
| 7 | ALGN |
Align Technology Inc
|
47,976 | $8,091,632 | |
| 8 | SOLV |
Solventum Corp
|
104,010 | $8,024,371 |
All Filings in AVTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,530 | 64,397 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $527,059 | 67,227 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,920,993 | 167,626 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,495,201 | 199,936 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,619,259 | 268,890 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,390,580 | 209,166 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,937,031 | 139,394 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,863,498 | 110,688 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,788,750 | 84,375 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,889,265 | 73,886 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,341,536 | 58,762 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $922,039 | 43,740 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $998,511 | 48,613 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,256,350 | 59,430 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $712,356 | 33,777 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $498,565 | 25,437 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $676,487 | 21,752 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $704,774 | 20,839 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,366,431 | 32,426 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,206,509 | 29,499 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,061,216 | 29,885 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,890,546 | 65,349 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $557,229 | 19,795 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||