DWAM
AVR

Duncan Williams Asset Management’s Anteris Technologies AVR Stock Holding History

Duncan Williams Asset Management’s Portfolio AVR Stock Details AVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$107K Hold
10,870
– – 0.02% 169
2026
Q1 		$60.3K Hold
10,870
– – 0.02% 151
2025
Q4 		$60.5K Buy
+10,870
New +$49.8K 0.02% 167

Other funds holding AVR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Duncan Williams Asset Management's AVR Position: Q2 2026 in Review

Duncan Williams Asset Management held its Anteris Technologies (AVR) position steady in Q2 2026 at 10,870 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #169.

Duncan Williams Asset Management first reported a position in AVR in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold AVR as of Q2 2026.

  • Duncan Williams Asset Management held 10,870 shares of Anteris Technologies worth $107K as of Q2 2026.
  • Duncan Williams Asset Management left its Anteris Technologies share count unchanged in Q2 2026.
  • Anteris Technologies made up 0.02% of Duncan Williams Asset Management's portfolio in Q2 2026, its #169 holding.
  • Duncan Williams Asset Management first reported a position in Anteris Technologies in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Anteris Technologies as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.