Position in AVTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$163,468
+$146,511 QoQ
Shares Held
16,512
+663.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#291
of 454 holders
Holding Since
Sep 2021
20 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, 2026Allworth Financial LP holds $16,035,810 across 35 Medical Instruments & Supplies names. AVTR ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
25,807 | $10,262,926 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,164 | $2,294,768 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,098 | $638,269 | |
| 4 | ALGN |
Align Technology Inc
|
3,393 | $572,263 | |
| 5 | SOLV |
Solventum Corp
|
5,018 | $387,138 | |
| 6 | COO |
Cooper Companies, Inc.
|
4,453 | $319,324 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
870 | $312,330 | |
| 8 | RMD |
Resmed Inc
|
1,286 | $250,615 |
All Filings in AVTR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,468 | 16,512 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $16,957 | 2,163 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,324 | 1,599 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,562 | 1,247 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $50,340 | 3,740 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $28,870 | 1,781 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $32,447 | 1,540 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $53,395 | 2,064 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $36,506 | 1,722 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $31,272 | 1,223 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $20,729 | 908 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $123,128 | 5,841 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $133,489 | 6,499 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $147,620 | 6,983 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $138,476 | 6,566 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $116,835 | 5,961 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $198,200 | 6,373 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $177,960 | 5,262 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $230,252 | 5,464 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $225,359 | 5,510 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||