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Beverly Hills Private Wealth’s Avantor AVTR Stock Holding History

Beverly Hills Private 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 		– Sell
-14,153
Closed -$111K – 267
2026
Q1 		$111K Buy
+14,153
New +$139K 0.02% 340
2025
Q4 		– Sell
-14,009
Closed -$175K – 337
2025
Q3 		$175K Sell
14,009
-580
-4% -$7.47K 0.03% 331
2025
Q2 		$196K Buy
+14,589
New +$200K 0.04% 326

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

Beverly Hills Private Wealth's AVTR Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Avantor (AVTR) in Q2 2026, closing a stake of 14,153 shares — an estimated $111K sold.

Beverly Hills Private Wealth first reported a position in AVTR in Q2 2025 and held it in 3 quarters. The position peaked at $196K in Q2 2025. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Avantor position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 14,153 Avantor shares in Q2 2026, an estimated $111K.
  • Beverly Hills Private Wealth first reported a position in Avantor in Q2 2025 and held it in 3 quarters.
  • Beverly Hills Private Wealth's Avantor position peaked at $196K in Q2 2025.
  • 459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.