Position in AVTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,351,409
+$1,144,002 QoQ
Shares Held
136,506
+416.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 454 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $108,161,186 across 25 Medical Instruments & Supplies names. AVTR ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
117,043 | $46,545,660 | |
| 2 | BDX |
Becton Dickinson & Co
|
83,994 | $12,710,812 | |
| 3 | RMD |
Resmed Inc
|
56,083 | $10,929,455 | |
| 4 | COO |
Cooper Companies, Inc.
|
83,216 | $5,967,419 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
14,417 | $5,175,703 | |
| 6 | ALGN |
Align Technology Inc
|
30,195 | $5,092,688 | |
| 7 | NVST |
Envista Holdings Corp
|
138,590 | $3,651,846 | |
| 8 | ATR |
Aptargroup, Inc.
|
25,202 | $3,155,290 |
All Filings in AVTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,351,409 | 136,506 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $207,407 | 26,455 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $305,535 | 26,661 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $243,784 | 19,534 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $235,226 | 17,476 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $279,411 | 17,237 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $546,429 | 25,934 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $724,670 | 28,012 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $570,725 | 26,921 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $669,627 | 26,188 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $614,606 | 26,921 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $499,617 | 23,701 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||