Commonwealth Equity Services
AVTR icon

Commonwealth Equity Services’s Avantor AVTR Stock Holding History

Commonwealth Equity Services’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
Q3 		$5.82M Sell
386,852
-198,090
-34% -$2.66M 0.01% 1272
2026
Q2 		$5.79M Buy
584,942
+120,289
+26% +$1.04M 0.01% 1304
2026
Q1 		$3.64M Buy
464,653
+225,430
+94% +$2.22M 0.01% 1567
2025
Q4 		$2.74M Buy
239,223
+205,271
+605% +$2.53M ﹤0.01% 1750
2025
Q3 		$424K Sell
33,952
-2,126
-6% -$27.4K ﹤0.01% 3325
2025
Q2 		$486K Buy
+36,078
New +$494K ﹤0.01% 3156
2024
Q2 		– Sell
-10,742
Closed -$275K – 4048
2024
Q1 		$275K Buy
10,742
+1,041
+11% +$24.8K ﹤0.01% 3349
2023
Q4 		$221K Sell
9,701
-140
-1% -$2.87K ﹤0.01% 3428
2023
Q3 		$207K Buy
+9,841
New +$209K ﹤0.01% 3350
2022
Q1 		– Sell
-15,600
Closed -$657K – 3708
2021
Q4 		$657K Buy
15,600
+2,161
+16% +$85.2K ﹤0.01% 2300
2021
Q3 		$549K Sell
13,439
-36,340
-73% -$1.42M ﹤0.01% 2402
2021
Q2 		$1.77M Sell
49,779
-304
-0.6% -$9.8K ﹤0.01% 1506
2021
Q1 		$1.45M Sell
50,083
-116
-0.2% -$3.35K ﹤0.01% 1532
2020
Q4 		$1.41M Buy
50,199
+712
+1% +$18.4K ﹤0.01% 1433
2020
Q3 		$1.11M Sell
49,487
-179,000
-78% -$3.72M ﹤0.01% 1440
2020
Q2 		$3.88M Hold
228,487
– – 0.01% 697
2020
Q1 		$2.85M Buy
+228,487
New +$3.66M 0.01% 735

Other funds holding AVTR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Clarkston Capital Partners
Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Commonwealth Equity Services's AVTR Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Avantor (AVTR) stake by 34% in Q3 2026, selling an estimated $2.66M and leaving 386,852 shares worth $5.82M. The position accounts for 0.01% of the portfolio, ranked #1272.

Commonwealth Equity Services first reported a position in AVTR in Q1 2020 and has held it in 17 quarters since. 278 funds tracked by Wall St. Rank hold AVTR as of Q3 2026.

  • Commonwealth Equity Services held 386,852 shares of Avantor worth $5.82M as of Q3 2026.
  • Commonwealth Equity Services sold 198,090 Avantor shares in Q3 2026, an estimated $2.66M.
  • Avantor made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1272 holding.
  • Commonwealth Equity Services first reported a position in Avantor in Q1 2020 and has held it in 17 quarters since.
  • 278 funds tracked by Wall St. Rank held Avantor as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.