AWM
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Avior Wealth Management’s Avantor AVTR Stock Holding History

Avior 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
2025
Q2 		– Sell
-3,622
Closed -$58.7K – 692
2025
Q1 		$58.7K Sell
3,622
-5,848
-62% -$111K ﹤0.01% 708
2024
Q4 		$200K Sell
9,470
-19,342
-67% -$435K 0.01% 702
2024
Q3 		$745K Sell
28,812
-2,406
-8% -$59.1K 0.03% 352
2024
Q2 		$662K Buy
31,218
+11,347
+57% +$273K 0.03% 366
2024
Q1 		$508K Sell
19,871
-8,451
-30% -$201K 0.02% 447
2023
Q4 		$647K Buy
28,322
+3,232
+13% +$66.2K 0.04% 287
2023
Q3 		$529K Buy
25,090
+285
+1% +$6.06K 0.04% 315
2023
Q2 		$509K Sell
24,805
-3,792
-13% -$76.7K 0.03% 331
2023
Q1 		$605K Hold
28,597
– – 0.04% 296
2022
Q4 		$603K Buy
28,597
+3,773
+15% +$78.1K 0.05% 258
2022
Q3 		$486K Buy
24,824
+234
+1% +$6.27K 0.04% 274
2022
Q2 		$764K Buy
24,590
+1,490
+6% +$46.5K 0.08% 185
2022
Q1 		$781K Sell
23,100
-2,832
-11% -$101K 0.07% 207
2021
Q4 		$1.09M Buy
25,932
+7,703
+42% +$304K 0.09% 181
2021
Q3 		$744K Buy
18,229
+10,110
+125% +$395K 0.06% 236
2021
Q2 		$288K Hold
8,119
– – 0.03% 370
2021
Q1 		$234K Buy
+8,119
New +$234K 0.03% 384

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Avior Wealth Management's AVTR Position: Q2 2025 in Review

Avior Wealth Management sold out of Avantor (AVTR) in Q2 2025, closing a stake of 3,622 shares — an estimated $58.7K sold.

Avior Wealth Management first reported a position in AVTR in Q1 2021 and held it in 17 quarters. The position peaked at $1.09M in Q4 2021. 505 funds tracked by Wall St. Rank hold AVTR as of Q2 2025.

  • Avior Wealth Management reported no remaining Avantor position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,622 Avantor shares in Q2 2025, an estimated $58.7K.
  • Avior Wealth Management first reported a position in Avantor in Q1 2021 and held it in 17 quarters.
  • Avior Wealth Management's Avantor position peaked at $1.09M in Q4 2021.
  • 505 funds tracked by Wall St. Rank held Avantor as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.