CA
AVTR icon

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 Buy
2,215
+350
+19% +$7.17K ﹤0.01% 733
2023
Q3 		$39.3K Sell
1,865
-958
-34% -$20.4K ﹤0.01% 760
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

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 $3.38T AUM 44.17% 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

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. 460 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.
  • 460 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.