Position in AVTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$331,343
+$188,423 QoQ
Shares Held
33,469
+192.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#234
of 454 holders
Holding Since
Mar 2024
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, 2026Diversify Advisory Services, LLC holds $17,596,386 across 11 Medical Instruments & Supplies names. AVTR ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
25,839 | $10,275,653 | |
| 2 | RGEN |
Repligen Corp
|
18,594 | $2,536,965 | |
| 3 | COO |
Cooper Companies, Inc.
|
24,242 | $1,738,393 | |
| 4 | RMD |
Resmed Inc
|
3,946 | $768,996 | |
| 5 | BDX |
Becton Dickinson & Co
|
3,472 | $525,417 | |
| 6 | SOLV |
Solventum Corp
|
4,847 | $373,946 | |
| 7 | STVN |
Stevanato Group S.p.A.
|
18,690 | $337,728 | |
| 8 | ATRC |
AtriCure, Inc.
|
11,993 | $335,564 |
All Filings in AVTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,343 | 33,469 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $142,920 | 11,452 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $287,069 | 13,541 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $919,625 | 35,965 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||