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 Q2	$394K	Buy	33,469 +6,659	+25%	+$57.3K	0.01%	952
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 $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

NMC

New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return

Diversify Wealth Management's AVTR Position: Q2 2026 in Review

Diversify Wealth Management increased its Avantor (AVTR) stake by 25% in Q2 2026, buying an estimated $57.3K and bringing the position to 33,469 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #952.

Diversify Wealth Management first reported a position in AVTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $942K in Q2 2024. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

Diversify Wealth Management held 33,469 shares of Avantor worth $394K as of Q2 2026.
Diversify Wealth Management bought 6,659 Avantor shares in Q2 2026, an estimated $57.3K.
Avantor made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #952 holding.
Diversify Wealth Management first reported a position in Avantor in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Avantor position peaked at $942K in Q2 2024.
460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.