Position in AVTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,841,558
+$2,451,945 QoQ
Shares Held
893,087
+9.6% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 454 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $1,036,452,474 across 43 Medical Instruments & Supplies names. AVTR ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,027,542 | $408,632,901 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,210,775 | $183,226,578 | |
| 3 | COO |
Cooper Companies, Inc.
|
1,155,630 | $82,870,225 | |
| 4 | ALC |
Alcon Inc
|
736,503 | $49,419,349 | |
| 5 | ALGN |
Align Technology Inc
|
280,145 | $47,249,253 | |
| 6 | RMD |
Resmed Inc
|
230,914 | $45,000,518 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
114,107 | $40,964,413 | |
| 8 | MMSI |
Merit Medical Systems Inc
|
523,502 | $36,299,626 |
All Filings in AVTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,841,558 | 893,087 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,389,613 | 815,002 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $15,542,233 | 1,356,216 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,798,602 | 1,746,683 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,705,632 | 1,315,426 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,359,514 | 1,070,914 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,157,134 | 861,753 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $23,336,678 | 902,075 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $16,068,623 | 757,954 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $19,452,272 | 760,746 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $16,454,126 | 720,724 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $15,602,866 | 740,174 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $20,120,263 | 979,565 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $18,280,031 | 864,713 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,184,805 | 530,337 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,067,507 | 462,628 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,775,847 | 410,799 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $29,029,158 | 858,343 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $57,750,255 | 1,370,438 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $62,306,852 | 1,523,395 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $47,490,149 | 1,337,374 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $38,905,727 | 1,344,823 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $37,739,070 | 1,340,642 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $16,062,491 | 714,206 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $11,621,132 | 683,596 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $9,882,212 | 791,210 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||