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Carnegie Lake Advisors’s Avantor AVTR Stock Holding History

Carnegie Lake 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 		$812K Buy
103,600
+40,000
+63% +$394K 0.32% 82
2025
Q4 		$729K Buy
63,600
+23,900
+60% +$294K 0.28% 87
2025
Q3 		$495K Buy
+39,700
New +$512K 0.19% 108

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carnegie Lake Advisors's AVTR Position: Q1 2026 in Review

Carnegie Lake Advisors increased its Avantor (AVTR) stake by 63% in Q1 2026, buying an estimated $394K and bringing the position to 103,600 shares worth $812K. The position accounts for 0.32% of the portfolio, ranked #82.

Carnegie Lake Advisors first reported a position in AVTR in Q3 2025 and has held it in 3 quarters since. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Carnegie Lake Advisors held 103,600 shares of Avantor worth $812K as of Q1 2026.
  • Carnegie Lake Advisors bought 40,000 Avantor shares in Q1 2026, an estimated $394K.
  • Avantor made up 0.32% of Carnegie Lake Advisors's portfolio in Q1 2026, its #82 holding.
  • Carnegie Lake Advisors first reported a position in Avantor in Q3 2025 and has held it in 3 quarters since.
  • 429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.