Diversify Wealth Management’s Avantor AVTR Stock Holding History

Diversify Wealth Management’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 Q1	$210K	Buy	26,810 +6,962	+35%	+$68.5K	﹤0.01%	1082
2025 Q4	$250K	Sell	19,848 -41,711	-68%	-$513K	0.01%	552
2025 Q3	$719K	Buy	61,559 +3,685	+6%	+$47.5K	0.04%	326
2025 Q2	$733K	Buy	57,874 +9,150	+19%	+$125K	0.05%	317
2025 Q1	$618K	Buy	48,724 +7,655	+19%	+$145K	0.05%	317
2024 Q4	$890K	Buy	41,069 +3,722	+10%	+$83.7K	0.07%	236
2024 Q3	$886K	Sell	37,347 -418	-1%	-$10.3K	0.09%	210
2024 Q2	$942K	Buy	+37,765	New	+$909K	0.12%	166

Other funds holding AVTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diversify Wealth Management's AVTR Position: Q1 2026 in Review

Diversify Wealth Management increased its Avantor (AVTR) stake by 35% in Q1 2026, buying an estimated $68.5K and bringing the position to 26,810 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Diversify Wealth Management first reported a position in AVTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $942K in Q2 2024. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

Diversify Wealth Management held 26,810 shares of Avantor worth $210K as of Q1 2026.
Diversify Wealth Management bought 6,962 Avantor shares in Q1 2026, an estimated $68.5K.
Avantor made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1082 holding.
Diversify Wealth Management first reported a position in Avantor in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Avantor position peaked at $942K in Q2 2024.
429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.