Position in AVTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,340,811
+$3,198,289 QoQ
Shares Held
640,486
+59.8% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 454 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $824,901,906 across 28 Medical Instruments & Supplies names. AVTR ranks #15 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
552,616 | $219,764,330 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,036,041 | $156,784,084 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
259,536 | $93,173,424 | |
| 4 | COO |
Cooper Companies, Inc.
|
889,815 | $63,808,633 | |
| 5 | ALC |
Alcon Inc
|
792,551 | $53,180,172 | |
| 6 | ATR |
Aptargroup, Inc.
|
257,978 | $32,298,845 | |
| 7 | MDLN |
Medline Inc.
|
706,344 | $27,858,207 | |
| 8 | BAX |
Baxter International Inc
|
1,287,402 | $27,447,410 |
All Filings in AVTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,340,811 | 640,486 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,142,522 | 400,832 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,540,450 | 657,980 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,098,913 | 889,336 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,189,973 | 757,056 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $11,060,488 | 682,325 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,447,969 | 638,252 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $30,220,428 | 1,168,165 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $23,270,625 | 1,097,671 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $27,590,004 | 1,078,999 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $23,645,693 | 1,035,729 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,651,050 | 932,213 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,093,715 | 637,474 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $12,641,931 | 598,010 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,663,206 | 458,189 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,945,604 | 405,388 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,053,944 | 516,204 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $15,645,673 | 462,616 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $19,553,592 | 464,015 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $16,557,097 | 404,819 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $13,975,635 | 393,569 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $10,512,728 | 363,385 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,839,773 | 171,928 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,066,979 | 180,835 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,268,208 | 133,424 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $476,493 | 38,150 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||