EWA
AVR

EverSource Wealth Advisors’s Anteris Technologies AVR Stock Holding History

EverSource Wealth Advisors’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 		$1.04K Sell
106
-168
-61% -$1.28K ﹤0.01% 3947
2026
Q1 		$1.52K Buy
274
+234
+585% +$1.34K ﹤0.01% 3733
2025
Q4 		$200 Buy
40
+9
+29% +$41 ﹤0.01% 4026
2025
Q3 		$140 Hold
31
– – ﹤0.01% 4152
2025
Q2 		$117 Buy
+31
New +$126 ﹤0.01% 4110

Other funds holding AVR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FRM
Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

EverSource Wealth Advisors's AVR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Anteris Technologies (AVR) stake by 61% in Q2 2026, selling an estimated $1.28K and leaving 106 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3947.

EverSource Wealth Advisors first reported a position in AVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.52K in Q1 2026. 23 funds tracked by Wall St. Rank hold AVR as of Q2 2026.

  • EverSource Wealth Advisors held 106 shares of Anteris Technologies worth $1.04K as of Q2 2026.
  • EverSource Wealth Advisors sold 168 Anteris Technologies shares in Q2 2026, an estimated $1.28K.
  • Anteris Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3947 holding.
  • EverSource Wealth Advisors first reported a position in Anteris Technologies in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Anteris Technologies position peaked at $1.52K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Anteris Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.