Position in AVTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,669,294
+$3,637,519 QoQ
Shares Held
471,646
+258.4% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#100
of 454 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Creative Planning holds $195,998,905 across 28 Medical Instruments & Supplies names. AVTR ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
137,514 | $54,686,566 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
90,518 | $32,495,962 | |
| 3 | BDX |
Becton Dickinson & Co
|
134,462 | $20,348,133 | |
| 4 | ALGN |
Align Technology Inc
|
69,292 | $11,686,787 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
146,939 | $10,188,749 | |
| 6 | RMD |
Resmed Inc
|
49,217 | $9,591,408 | |
| 7 | COO |
Cooper Companies, Inc.
|
127,408 | $9,136,427 | |
| 8 | ALC |
Alcon Inc
|
132,357 | $8,881,154 |
All Filings in AVTR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,669,294 | 471,646 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,031,775 | 131,604 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $650,836 | 56,792 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $970,444 | 77,760 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $753,974 | 56,016 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $701,341 | 43,266 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $932,473 | 44,256 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $727,877 | 28,136 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $387,324 | 18,270 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $475,576 | 18,599 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $347,524 | 16,486 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $262,644 | 12,787 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $224,168 | 10,604 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $201,578 | 9,558 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||