Position in AVTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$629,412
+$122,259 QoQ
Shares Held
63,577
-1.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 454 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 19%
Shared 4%
None 77%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Pathstone Holdings, LLC holds $58,916,398 across 21 Medical Instruments & Supplies names. AVTR ranks #16 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
56,403 | $22,430,344 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
24,202 | $8,688,518 | |
| 3 | BDX |
Becton Dickinson & Co
|
29,094 | $4,402,794 | |
| 4 | RGEN |
Repligen Corp
|
22,296 | $3,042,065 | |
| 5 | RMD |
Resmed Inc
|
14,797 | $2,883,638 | |
| 6 | NVST |
Envista Holdings Corp
|
96,377 | $2,539,533 | |
| 7 | MMSI |
Merit Medical Systems Inc
|
34,253 | $2,375,102 | |
| 8 | COO |
Cooper Companies, Inc.
|
25,270 | $1,812,110 |
All Filings in AVTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,412 | 63,577 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $507,153 | 64,688 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,139,306 | 99,416 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,426,825 | 114,329 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,802,912 | 133,946 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,608,771 | 160,936 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,448,255 | 211,118 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,041,347 | 272,182 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $5,956,691 | 280,976 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,056,219 | 275,957 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,134,970 | 49,714 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||