Avantax Advisory Services’s Avantor AVTR Stock Holding History

Avantax Advisory Services’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
2025 Q2	$163K	Sell	12,084 -1,577	-12%	-$21.6K	﹤0.01%	2239
2025 Q1	$221K	Buy	+13,661	New	+$259K	﹤0.01%	2049
2024 Q4	–	Sell	-9,542	Closed	-$247K	–	2183
2024 Q3	$247K	Buy	+9,542	New	+$234K	﹤0.01%	1887
2022 Q1	–	Sell	-6,395	Closed	-$269K	–	1283
2021 Q4	$269K	Buy	6,395 +927	+17%	+$36.5K	﹤0.01%	1027
2021 Q3	$225K	Sell	5,468 -10,102	-65%	-$395K	﹤0.01%	1057
2021 Q2	$553K	Buy	+15,570	New	+$504K	0.01%	670

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

NMC

New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Avantax Advisory Services's AVTR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Avantor (AVTR) stake by 12% in Q2 2025, selling an estimated $21.6K and leaving 12,084 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

Avantax Advisory Services first reported a position in AVTR in Q2 2021 and has held it in 6 quarters since. The position peaked at $553K in Q2 2021. 504 funds tracked by Wall St. Rank hold AVTR as of Q2 2025.

Avantax Advisory Services held 12,084 shares of Avantor worth $163K as of Q2 2025.
Avantax Advisory Services sold 1,577 Avantor shares in Q2 2025, an estimated $21.6K.
Avantor made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2239 holding.
Avantax Advisory Services first reported a position in Avantor in Q2 2021 and has held it in 6 quarters since.
Avantax Advisory Services's Avantor position peaked at $553K in Q2 2021.
504 funds tracked by Wall St. Rank held Avantor as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.