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Clearstead Advisors’s Avantor AVTR Stock Holding History

Clearstead 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
Q2 		$129K Buy
+13,018
New +$112K ﹤0.01% 1214
2026
Q1 		– Sell
-29
Closed -$333 – 2304
2025
Q4 		$333 Buy
+29
New +$357 ﹤0.01% 2359
2024
Q4 		– Sell
-2,270
Closed -$58.7K – 2102
2024
Q3 		$58.7K Sell
2,270
-365
-14% -$8.96K ﹤0.01% 1171
2024
Q2 		$55.9K Buy
2,635
+75
+3% +$1.81K ﹤0.01% 1136
2024
Q1 		$62.2K Buy
2,560
+345
+16% +$8.21K ﹤0.01% 716
2023
Q4 		$50.6K Sell
2,215
-1,515
-41% -$31K ﹤0.01% 733
2023
Q3 		$78.6K Buy
3,730
+907
+32% +$19.3K ﹤0.01% 793
2023
Q2 		$58K Buy
2,823
+1,018
+56% +$20.6K ﹤0.01% 703
2023
Q1 		$38.2K Buy
+1,805
New +$41.1K ﹤0.01% 716

Other funds holding AVTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
LN
Lightrock Netherlands Utrecht, Netherlands $506M AUM 51.14% 1-Year Est. Return

Clearstead Advisors's AVTR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Avantor (AVTR) in Q2 2026: 13,018 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #1214 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AVTR as recently as Q4 2025.

Clearstead Advisors first reported a position in AVTR in Q1 2023 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Clearstead Advisors held 13,018 shares of Avantor worth $129K as of Q2 2026.
  • Avantor was a new Clearstead Advisors position in Q2 2026.
  • Avantor made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1214 holding.
  • Clearstead Advisors first reported a position in Avantor in Q1 2023 and has held it in 9 quarters since.
  • 208 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.