Atlantic Edge Private Wealth Management’s Avantor AVTR Stock Holding History

Atlantic Edge Private 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 Q1	–	Sell	-63	Closed	-$722	–	602
2025 Q4	$722	Hold	63	–	–	﹤0.01%	561
2025 Q3	$787	Hold	63	–	–	﹤0.01%	527
2025 Q2	$848	Hold	63	–	–	﹤0.01%	491
2025 Q1	$1.02K	Hold	63	–	–	﹤0.01%	476
2024 Q4	$1.33K	Hold	63	–	–	﹤0.01%	455
2024 Q3	$1.63K	Hold	63	–	–	﹤0.01%	456
2024 Q2	$1.34K	Hold	63	–	–	﹤0.01%	441
2024 Q1	$1.61K	Hold	63	–	–	﹤0.01%	438
2023 Q4	$1.44K	Buy	+63	New	+$1.29K	﹤0.01%	427

Other funds holding AVTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atlantic Edge Private Wealth Management's AVTR Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management sold out of Avantor (AVTR) in Q1 2026, closing a stake of 63 shares — an estimated $722 sold.

Atlantic Edge Private Wealth Management first reported a position in AVTR in Q4 2023 and held it in 9 quarters. The position peaked at $1.63K in Q3 2024. 430 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

Atlantic Edge Private Wealth Management reported no remaining Avantor position as of Q1 2026 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 63 Avantor shares in Q1 2026, an estimated $722.
Atlantic Edge Private Wealth Management first reported a position in Avantor in Q4 2023 and held it in 9 quarters.
Atlantic Edge Private Wealth Management's Avantor position peaked at $1.63K in Q3 2024.
430 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.