Basecamp Wealth Advisors’s Avantor AVTR Stock Holding History

Basecamp Wealth Advisors’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	-205	Closed	-$2.35K	–	2030
2025 Q4	$2.35K	Buy	+205	New	+$2.52K	﹤0.01%	1316

Other funds holding AVTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECM

Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Basecamp Wealth Advisors's AVTR Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Avantor (AVTR) in Q1 2026, closing a stake of 205 shares — an estimated $2.35K sold.

Basecamp Wealth Advisors first reported a position in AVTR in Q4 2025 and held it in 1 quarter. The position peaked at $2.35K in Q4 2025. 433 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

Basecamp Wealth Advisors reported no remaining Avantor position as of Q1 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 205 Avantor shares in Q1 2026, an estimated $2.35K.
Basecamp Wealth Advisors first reported a position in Avantor in Q4 2025 and held it in 1 quarter.
Basecamp Wealth Advisors's Avantor position peaked at $2.35K in Q4 2025.
433 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.