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Castleview Partners’s Avantor AVTR Stock Holding History

Castleview Partners’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
-10,199
Closed -$117K – 205
2025
Q4 		$117K Sell
10,199
-2,294
-18% -$28.2K 0.06% 192
2025
Q3 		$156K Sell
12,493
-10,397
-45% -$134K 0.08% 171
2025
Q2 		$308K Sell
22,890
-4,647
-17% -$63.6K 0.2% 129
2025
Q1 		$446K Buy
27,537
+9,891
+56% +$187K 0.3% 86
2024
Q4 		$374K Buy
17,646
+132
+0.8% +$2.97K 0.2% 123
2024
Q3 		$453K Buy
17,514
+4,599
+36% +$113K 0.26% 95
2024
Q2 		$274K Buy
12,915
+5,480
+74% +$132K 0.16% 135
2024
Q1 		$190K Buy
7,435
+4,478
+151% +$107K 0.11% 183
2023
Q4 		$67.5K Buy
+2,957
New +$60.6K 0.05% 253

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

Castleview Partners's AVTR Position: Q1 2026 in Review

Castleview Partners sold out of Avantor (AVTR) in Q1 2026, closing a stake of 10,199 shares — an estimated $117K sold.

Castleview Partners first reported a position in AVTR in Q4 2023 and held it in 9 quarters. The position peaked at $453K in Q3 2024. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Castleview Partners reported no remaining Avantor position as of Q1 2026 after selling out during the quarter.
  • Castleview Partners sold 10,199 Avantor shares in Q1 2026, an estimated $117K.
  • Castleview Partners first reported a position in Avantor in Q4 2023 and held it in 9 quarters.
  • Castleview Partners's Avantor position peaked at $453K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.