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Avion Wealth’s Avantor AVTR Stock Holding History

Avion Wealth’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 		$1K Buy
191
+124
+185% +$1.07K ﹤0.01% 1181
2026
Q1 		$0 Buy
+67
New +$659 ﹤0.01% 1240
2025
Q4 		– Sell
-83
Closed -$1K – 1228
2025
Q3 		$1K Sell
83
-100
-55% -$1.29K ﹤0.01% 944
2025
Q2 		$2K Buy
183
+93
+103% +$1.27K ﹤0.01% 777
2025
Q1 		$1K Hold
90
– – ﹤0.01% 805
2024
Q4 		$1K Buy
90
+16
+22% +$360 ﹤0.01% 802
2024
Q3 		$1K Hold
74
– – ﹤0.01% 757
2024
Q2 		$1K Buy
74
+20
+37% +$482 ﹤0.01% 679
2024
Q1 		$2K Hold
54
– – ﹤0.01% 632
2023
Q4 		$1K Buy
54
+30
+125% +$615 ﹤0.01% 686
2023
Q3 		$0 Hold
24
– – ﹤0.01% 807
2023
Q2 		$0 Buy
+24
New +$485 ﹤0.01% 713

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

Avion Wealth's AVTR Position: Q2 2026 in Review

Avion Wealth increased its Avantor (AVTR) stake by 185% in Q2 2026, buying an estimated $1.07K and bringing the position to 191 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Avion Wealth first reported a position in AVTR in Q2 2023 and has held it in 12 quarters since. The position peaked at $2K in Q2 2025. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Avion Wealth held 191 shares of Avantor worth $1K as of Q2 2026.
  • Avion Wealth bought 124 Avantor shares in Q2 2026, an estimated $1.07K.
  • Avantor made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1181 holding.
  • Avion Wealth first reported a position in Avantor in Q2 2023 and has held it in 12 quarters since.
  • Avion Wealth's Avantor position peaked at $2K in Q2 2025.
  • 459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.