Activest Wealth Management
AVTR icon

Activest Wealth Management’s Avantor AVTR Stock Holding History

Activest Wealth Management’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 		$21.6K Hold
1,434
– – ﹤0.01% 430
2026
Q2 		$14.2K Buy
1,434
+1,340
+1,426% +$11.5K ﹤0.01% 513
2026
Q1 		$737 Buy
94
+43
+84% +$423 ﹤0.01% 1047
2025
Q4 		$584 Buy
+51
New +$628 ﹤0.01% 988
2025
Q2 		– Sell
-261
Closed -$3.57K – 1062
2025
Q1 		$4.23K Buy
+261
New +$4.94K ﹤0.01% 533

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Clarkston Capital Partners
Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Activest Wealth Management's AVTR Position: Q3 2026 in Review

Activest Wealth Management held its Avantor (AVTR) position steady in Q3 2026 at 1,434 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Activest Wealth Management first reported a position in AVTR in Q1 2025 and has held it in 5 quarters since. 278 funds tracked by Wall St. Rank hold AVTR as of Q3 2026.

  • Activest Wealth Management held 1,434 shares of Avantor worth $21.6K as of Q3 2026.
  • Activest Wealth Management left its Avantor share count unchanged in Q3 2026.
  • Avantor made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #430 holding.
  • Activest Wealth Management first reported a position in Avantor in Q1 2025 and has held it in 5 quarters since.
  • 278 funds tracked by Wall St. Rank held Avantor as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.