Position in AVTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$193,465
+$113,459 QoQ
Shares Held
19,542
+91.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 454 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $347,608,087 across 21 Medical Instruments & Supplies names. AVTR ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
466,595 | $185,555,496 | |
| 2 | BDX |
Becton Dickinson & Co
|
384,289 | $58,154,451 | |
| 3 | COO |
Cooper Companies, Inc.
|
205,447 | $14,732,604 | |
| 4 | ALGN |
Align Technology Inc
|
75,486 | $12,731,467 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
30,229 | $10,852,211 | |
| 6 | SOLV |
Solventum Corp
|
124,148 | $9,578,017 | |
| 7 | ATR |
Aptargroup, Inc.
|
75,473 | $9,449,219 | |
| 8 | RMD |
Resmed Inc
|
42,967 | $8,373,407 |
All Filings in AVTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,465 | 19,542 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $80,006 | 10,205 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $297,890 | 25,994 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $349,538 | 28,008 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $963,546 | 71,586 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $628,654 | 38,782 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $896,695 | 42,558 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,315,435 | 50,848 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $845,201 | 39,868 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,047,090 | 40,950 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $964,931 | 42,266 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $884,115 | 41,941 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $738,617 | 35,960 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $871,622 | 41,231 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $642,632 | 30,471 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $381,591 | 19,469 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,896,602 | 60,984 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,906,987 | 115,523 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,051,743 | 119,880 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,963,910 | 121,367 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,736,074 | 133,373 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,709,560 | 59,093 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,419,210 | 50,416 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||