Atria Investments’s Avantor AVTR Stock Holding History

Atria Investments’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	-21,275	Closed	-$244K	–	2042
2025 Q4	$244K	Buy	21,275 +6,674	+46%	+$82.1K	﹤0.01%	1867
2025 Q3	$182K	Sell	14,601 -29,002	-67%	-$374K	﹤0.01%	1963
2025 Q2	$587K	Buy	43,603 +21,938	+101%	+$300K	0.01%	1333
2025 Q1	$351K	Buy	21,665 +8,475	+64%	+$161K	﹤0.01%	1532
2024 Q4	$278K	Sell	13,190 -2,735	-17%	-$61.5K	﹤0.01%	1629
2024 Q3	$412K	Buy	15,925 +734	+5%	+$18K	0.01%	1429
2024 Q2	$322K	Buy	+15,191	New	+$366K	﹤0.01%	1549

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 $6.07B AUM 11.2% 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

Atria Investments's AVTR Position: Q1 2026 in Review

Atria Investments sold out of Avantor (AVTR) in Q1 2026, closing a stake of 21,275 shares — an estimated $244K sold.

Atria Investments first reported a position in AVTR in Q2 2024 and held it in 7 quarters. The position peaked at $587K in Q2 2025. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

Atria Investments reported no remaining Avantor position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 21,275 Avantor shares in Q1 2026, an estimated $244K.
Atria Investments first reported a position in Avantor in Q2 2024 and held it in 7 quarters.
Atria Investments's Avantor position peaked at $587K in Q2 2025.
429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.