Creative Planning
AVTR icon

Creative Planning’s Avantor AVTR Stock Holding History

Creative Planning’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 		$4.67M Buy
471,646
+340,042
+258% +$2.93M ﹤0.01% 1465
2026
Q1 		$1.03M Buy
131,604
+74,812
+132% +$736K ﹤0.01% 2427
2025
Q4 		$651K Sell
56,792
-20,968
-27% -$258K ﹤0.01% 2621
2025
Q3 		$970K Buy
77,760
+21,744
+39% +$280K ﹤0.01% 2143
2025
Q2 		$754K Buy
56,016
+12,750
+29% +$174K ﹤0.01% 2090
2025
Q1 		$701K Sell
43,266
-990
-2% -$18.8K ﹤0.01% 1999
2024
Q4 		$932K Buy
44,256
+16,120
+57% +$363K ﹤0.01% 1694
2024
Q3 		$728K Buy
28,136
+9,866
+54% +$242K ﹤0.01% 1781
2024
Q2 		$387K Sell
18,270
-329
-2% -$7.92K ﹤0.01% 2157
2024
Q1 		$476K Buy
+18,599
New +$442K ﹤0.01% 1891
2023
Q4 		– Sell
-16,486
Closed -$348K – 2774
2023
Q3 		$348K Buy
16,486
+3,699
+29% +$78.7K ﹤0.01% 1810
2023
Q2 		$263K Buy
12,787
+2,183
+21% +$44.1K ﹤0.01% 2010
2023
Q1 		$224K Buy
10,604
+1,046
+11% +$23.8K ﹤0.01% 2039
2022
Q4 		$202K Buy
+9,558
New +$198K ﹤0.01% 2017

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 $3.37T AUM 44.26% 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

Creative Planning's AVTR Position: Q2 2026 in Review

Creative Planning increased its Avantor (AVTR) stake by 258% in Q2 2026, buying an estimated $2.93M and bringing the position to 471,646 shares worth $4.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Creative Planning first reported a position in AVTR in Q4 2022 and has held it in 14 quarters since. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Creative Planning held 471,646 shares of Avantor worth $4.67M as of Q2 2026.
  • Creative Planning bought 340,042 Avantor shares in Q2 2026, an estimated $2.93M.
  • Avantor made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1465 holding.
  • Creative Planning first reported a position in Avantor in Q4 2022 and has held it in 14 quarters since.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.