Position in AVTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$128,878
+$128,546 QoQ
Shares Held
13,018
+44789.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#314
of 454 holders
Holding Since
Mar 2023
9 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, 2026Clearstead Advisors, LLC holds $6,655,913 across 33 Medical Instruments & Supplies names. AVTR ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
8,397 | $3,339,318 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
2,857 | $1,025,663 | |
| 3 | BAX |
Baxter International Inc
|
25,308 | $539,566 | |
| 4 | SOLV |
Solventum Corp
|
6,904 | $532,643 | |
| 5 | BDX |
Becton Dickinson & Co
|
2,601 | $393,609 | |
| 6 | RMD |
Resmed Inc
|
943 | $183,771 | |
| 7 | COO |
Cooper Companies, Inc.
|
2,513 | $180,207 | |
| 8 | RGEN |
Repligen Corp
|
1,006 | $137,258 |
All Filings in AVTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,878 | 13,018 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $332 | 29 | Shares | Sole | 2026-02-09 | |
| 2024-09-30 | $58,724 | 2,270 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $55,862 | 2,635 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $65,459 | 2,560 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $50,568 | 2,215 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $39,314 | 1,865 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $57,984 | 2,823 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $38,157 | 1,805 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||