Position in AVTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,484
+$2,780 QoQ
Shares Held
756
+26.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#383
of 454 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $87,634 across 15 Medical Instruments & Supplies names. AVTR ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
67 | $13,056 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
30 | $11,930 | |
| 3 | BAX |
Baxter International Inc
|
467 | $9,956 | |
| 4 | ALGN |
Align Technology Inc
|
47 | $7,927 | |
| 5 | AVTR |
Avantor, Inc.
This page
|
756 | $7,484 | |
| 6 | ATR |
Aptargroup, Inc.
|
51 | $6,385 | |
| 7 | ICUI |
Icu Medical Inc/De
|
39 | $5,717 | |
| 8 | SOLV |
Solventum Corp
|
72 | $5,554 |
All Filings in AVTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,484 | 756 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,704 | 600 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $607 | 53 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $661 | 53 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,201 | 535 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,507 | 93 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,654 | 126 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,190 | 46 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $975 | 46 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,176 | 46 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,050 | 46 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||