Position in AVTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,414,927
+$1,316,418 QoQ
Shares Held
142,922
+1037.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#155
of 458 holders
Holding Since
Sep 2025
4 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, 2026OneDigital Investment Advisors LLC holds $6,060,023 across 9 Medical Instruments & Supplies names. AVTR ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
3,656 | $1,453,918 | |
| 2 | AVTR |
Avantor, Inc.
This page
|
142,922 | $1,414,927 | |
| 3 | BDX |
Becton Dickinson & Co
|
8,473 | $1,282,219 | |
| 4 | NVST |
Envista Holdings Corp
|
24,863 | $655,140 | |
| 5 | COO |
Cooper Companies, Inc.
|
5,718 | $410,037 | |
| 6 | SOLV |
Solventum Corp
|
4,407 | $340,000 | |
| 7 | ALC |
Alcon Inc
|
3,922 | $263,166 | |
| 8 | ANGO |
Angiodynamics Inc
|
11,476 | $149,302 |
All Filings in AVTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,414,927 | 142,922 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $98,509 | 12,565 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $143,765 | 12,545 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $276,506 | 22,156 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||