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Action Point Financial Planning’s Avantor AVTR Stock Holding History

Action Point Financial Planning’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
Q2 		$801 Buy
+83
New +$714 ﹤0.01% 2537

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return

Action Point Financial Planning's AVTR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Avantor (AVTR) in Q2 2026: 83 shares worth $801. The stake represents ﹤0.01% of the portfolio and ranks #2537 among its holdings.

456 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Action Point Financial Planning held 83 shares of Avantor worth $801 as of Q2 2026.
  • Avantor was a new Action Point Financial Planning position in Q2 2026.
  • Avantor made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2537 holding.
  • 456 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.