TWD
AVR

True Wealth Design’s Anteris Technologies AVR Stock Holding History

True Wealth Design’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 		– Sell
-15
Closed -$84 – 2927
2026
Q1 		$84 Buy
15
+11
+275% +$63 ﹤0.01% 2499
2025
Q4 		$20 Buy
4
+2
+100% +$9 ﹤0.01% 2484
2025
Q3 		$9 Sell
2
-13
-87% -$51 ﹤0.01% 2695
2025
Q2 		$57 Buy
+15
New +$61 ﹤0.01% 2358

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
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 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

True Wealth Design's AVR Position: Q2 2026 in Review

True Wealth Design sold out of Anteris Technologies (AVR) in Q2 2026, closing a stake of 15 shares — an estimated $84 sold.

True Wealth Design first reported a position in AVR in Q2 2025 and held it in 4 quarters. The position peaked at $84 in Q1 2026. 12 funds tracked by Wall St. Rank hold AVR as of Q2 2026.

  • True Wealth Design reported no remaining Anteris Technologies position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 15 Anteris Technologies shares in Q2 2026, an estimated $84.
  • True Wealth Design first reported a position in Anteris Technologies in Q2 2025 and held it in 4 quarters.
  • True Wealth Design's Anteris Technologies position peaked at $84 in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Anteris Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.