Position in AVTR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$333,451
+$144,751 QoQ
Shares Held
33,682
+39.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#231
of 454 holders
Holding Since
Jun 2025
3 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, 2026Chicago Partners Investment Group LLC holds $7,466,460 across 11 Medical Instruments & Supplies names. AVTR ranks #9 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
3,560 | $1,415,740 | |
| 2 | NVST |
Envista Holdings Corp
|
44,575 | $1,174,551 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
2,742 | $984,378 | |
| 4 | COO |
Cooper Companies, Inc.
|
13,096 | $939,114 | |
| 5 | ATR |
Aptargroup, Inc.
|
5,811 | $727,537 | |
| 6 | RMD |
Resmed Inc
|
2,890 | $563,203 | |
| 7 | ALGN |
Align Technology Inc
|
3,023 | $509,859 | |
| 8 | BDX |
Becton Dickinson & Co
|
2,295 | $347,302 |
All Filings in AVTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,451 | 33,682 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $188,700 | 24,069 | Shares | Sole | 2026-05-04 | |
| 2025-06-30 | $214,902 | 15,966 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||