LPL Financial
AVR

LPL Financial’s Anteris Technologies AVR Stock Holding History

LPL Financial’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 		$283K Buy
28,707
+10,862
+61% +$82.6K ﹤0.01% 5499
2026
Q1 		$99K Buy
17,845
+550
+3% +$3.16K ﹤0.01% 5679
2025
Q4 		$86.3K Sell
17,295
-1,400
-7% -$6.42K ﹤0.01% 5634
2025
Q3 		$84.1K Buy
+18,695
New +$73.3K ﹤0.01% 5549

Other funds holding AVR

LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial's AVR Position: Q2 2026 in Review

LPL Financial increased its Anteris Technologies (AVR) stake by 61% in Q2 2026, buying an estimated $82.6K and bringing the position to 28,707 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #5499.

LPL Financial first reported a position in AVR in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold AVR as of Q2 2026.

  • LPL Financial held 28,707 shares of Anteris Technologies worth $283K as of Q2 2026.
  • LPL Financial bought 10,862 Anteris Technologies shares in Q2 2026, an estimated $82.6K.
  • Anteris Technologies made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5499 holding.
  • LPL Financial first reported a position in Anteris Technologies in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Anteris Technologies as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.