Position in AVTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$71,078
+$60,378 QoQ
Shares Held
7,180
+668.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#344
of 454 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,246,350 across 37 Medical Instruments & Supplies names. AVTR ranks #14 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,563 | $621,568 | |
| 2 | COO |
Cooper Companies, Inc.
|
5,825 | $417,706 | |
| 3 | BDX |
Becton Dickinson & Co
|
2,729 | $412,973 | |
| 4 | ALGN |
Align Technology Inc
|
1,519 | $256,190 | |
| 5 | RMD |
Resmed Inc
|
1,164 | $226,837 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
511 | $183,449 | |
| 7 | BAX |
Baxter International Inc
|
7,348 | $156,655 | |
| 8 | LMAT |
Lemaitre Vascular Inc
|
1,485 | $142,499 |
All Filings in AVTR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,078 | 7,180 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $10,700 | 934 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,906 | 2,156 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,435 | 2,187 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,177 | 998 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,690 | 1,172 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $48,608 | 1,879 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $40,978 | 1,933 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $41,001 | 1,796 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $41,021 | 1,946 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $37,586 | 1,830 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $60,544 | 2,864 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $58,818 | 2,789 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $29,145 | 1,487 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $42,108 | 1,354 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $34,361 | 1,016 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||