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Custom Index Systems’s Avantor AVTR Stock Holding History

Custom Index Systems’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 		$63.1K Sell
6,370
-3,849
-38% -$33.1K 0.02% 367
2026
Q1 		$80.1K Buy
+10,219
New +$101K 0.03% 254

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

Custom Index Systems's AVTR Position: Q2 2026 in Review

Custom Index Systems reduced its Avantor (AVTR) stake by 38% in Q2 2026, selling an estimated $33.1K and leaving 6,370 shares worth $63.1K. The position accounts for 0.02% of the portfolio, ranked #367.

Custom Index Systems first reported a position in AVTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $80.1K in Q1 2026. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Custom Index Systems held 6,370 shares of Avantor worth $63.1K as of Q2 2026.
  • Custom Index Systems sold 3,849 Avantor shares in Q2 2026, an estimated $33.1K.
  • Avantor made up 0.02% of Custom Index Systems's portfolio in Q2 2026, its #367 holding.
  • Custom Index Systems first reported a position in Avantor in Q1 2026 and has held it in 2 quarters since.
  • Custom Index Systems's Avantor position peaked at $80.1K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.