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Bogart Wealth LLC’s Avantor AVTR Stock Holding History

Bogart Wealth LLC’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 		$4.09K Buy
413
+291
+239% +$2.5K ﹤0.01% 1262
2026
Q1 		$956 Buy
+122
New +$1.2K ﹤0.01% 1460
2025
Q4 		– Sell
-42
Closed -$524 – 1594
2025
Q3 		$524 Buy
42
+4
+11% +$52 ﹤0.01% 1414
2025
Q2 		$511 Buy
38
+6
+19% +$82 ﹤0.01% 1347
2025
Q1 		$519 Sell
32
-130
-80% -$2.46K ﹤0.01% 1266
2024
Q4 		$3.41K Buy
+162
New +$3.64K ﹤0.01% 976

Other funds holding AVTR

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Bogart Wealth LLC's AVTR Position: Q2 2026 in Review

Bogart Wealth LLC increased its Avantor (AVTR) stake by 239% in Q2 2026, buying an estimated $2.5K and bringing the position to 413 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Bogart Wealth LLC first reported a position in AVTR in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Bogart Wealth LLC held 413 shares of Avantor worth $4.09K as of Q2 2026.
  • Bogart Wealth LLC bought 291 Avantor shares in Q2 2026, an estimated $2.5K.
  • Avantor made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1262 holding.
  • Bogart Wealth LLC first reported a position in Avantor in Q4 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.