SPL
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Superior Planning, LLC’s Avantor AVTR Stock Holding History

Superior Planning, LLC’s Portfolio AVTR Stock Details AVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$52.4K Buy
+3,484
New +$46.8K 0.02% 372

Other funds holding AVTR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
New Mountain Capital
New Mountain Capital New York $211M AUM 20.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Superior Planning, LLC's AVTR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Avantor (AVTR) in Q3 2026: 3,484 shares worth $52.4K. The stake represents 0.02% of the portfolio and ranks #372 among its holdings.

327 funds tracked by Wall St. Rank hold AVTR as of Q3 2026.

  • Superior Planning, LLC held 3,484 shares of Avantor worth $52.4K as of Q3 2026.
  • Avantor was a new Superior Planning, LLC position in Q3 2026.
  • Avantor made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #372 holding.
  • 327 funds tracked by Wall St. Rank held Avantor as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.