Position in AVTR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$14,196
+$13,460 QoQ
Shares Held
1,434
+1425.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#366
of 449 holders
Holding Since
Dec 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, 2026Activest Wealth Management holds $83,909 across 16 Medical Instruments & Supplies names. AVTR ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGN |
Align Technology Inc
|
138 | $23,275 | |
| 2 | AVTR |
Avantor, Inc.
This page
|
1,434 | $14,196 | |
| 3 | ISRG |
Intuitive Surgical Inc
|
30 | $11,930 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
30 | $10,770 | |
| 5 | BAX |
Baxter International Inc
|
477 | $10,169 | |
| 6 | NVST |
Envista Holdings Corp
|
235 | $6,192 | |
| 7 | RMD |
Resmed Inc
|
20 | $3,897 | |
| 8 | COO |
Cooper Companies, Inc.
|
14 | $1,003 |
All Filings in AVTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,196 | 1,434 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $736 | 94 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $584 | 51 | Shares | Sole | 2026-01-30 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,230 | 261 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||