Position in AVTR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$225,116
+$136,046 QoQ
Shares Held
22,739
+100.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#266
of 454 holders
Holding Since
Sep 2024
6 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, 2026Sequoia Financial Advisors, LLC holds $15,084,654 across 15 Medical Instruments & Supplies names. AVTR ranks #13 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
11,226 | $4,464,355 | |
| 2 | SOLV |
Solventum Corp
|
21,672 | $1,671,994 | |
| 3 | BDX |
Becton Dickinson & Co
|
10,070 | $1,523,893 | |
| 4 | ALC |
Alcon Inc
|
19,755 | $1,325,560 | |
| 5 | ALGN |
Align Technology Inc
|
7,079 | $1,193,944 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
3,111 | $1,116,849 | |
| 7 | RMD |
Resmed Inc
|
5,105 | $994,862 | |
| 8 | COO |
Cooper Companies, Inc.
|
9,942 | $712,940 |
All Filings in AVTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,116 | 22,739 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $89,070 | 11,361 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $144,808 | 12,636 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $199,442 | 15,981 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $211,510 | 15,714 | Shares | Sole | 2025-07-25 | |
| 2024-09-30 | $255,181 | 9,864 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||