Position in AVTR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$248,727
+$103,758 QoQ
Shares Held
25,124
+35.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#257
of 454 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $429,374,916 across 11 Medical Instruments & Supplies names. AVTR ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGEN |
Repligen Corp
|
2,790,650 | $380,756,286 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
100,190 | $39,843,559 | |
| 3 | ALGN |
Align Technology Inc
|
14,642 | $2,469,519 | |
| 4 | BDX |
Becton Dickinson & Co
|
10,231 | $1,548,257 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
3,712 | $1,332,608 | |
| 6 | RMD |
Resmed Inc
|
5,671 | $1,105,164 | |
| 7 | SOLV |
Solventum Corp
|
8,188 | $631,704 | |
| 8 | BAX |
Baxter International Inc
|
29,035 | $619,026 |
All Filings in AVTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,727 | 25,124 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $144,969 | 18,491 | Shares | Defined | 2026-05-15 | |
| 2023-12-31 | $3,381,967 | 148,137 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,289,477 | 250,924 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,806,883 | 282,711 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,388,423 | 302,196 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $3,125,074 | 148,178 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $5,646,152 | 288,069 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,906,168 | 382,835 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $13,813,643 | 408,446 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||