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Dynamic Advisor Solutions’s Avantor AVTR Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-34,796
Closed -$399K – 966
2025
Q4 		$399K Sell
34,796
-2,045
-6% -$25.2K 0.01% 689
2025
Q3 		$460K Sell
36,841
-407
-1% -$5.24K 0.01% 658
2025
Q2 		$501K Buy
37,248
+3,062
+9% +$41.9K 0.02% 605
2025
Q1 		$554K Buy
34,186
+10,433
+44% +$198K 0.02% 558
2024
Q4 		$500K Buy
23,753
+130
+0.6% +$2.92K 0.02% 431
2024
Q3 		$611K Buy
23,623
+749
+3% +$18.4K 0.02% 571
2024
Q2 		$485K Sell
22,874
-265
-1% -$6.38K 0.02% 633
2024
Q1 		$592K Sell
23,139
-23
-0.1% -$547 0.02% 568
2023
Q4 		$505K Buy
23,162
+4,564
+25% +$93.5K 0.02% 574
2023
Q3 		$392K Buy
18,598
+579
+3% +$12.3K 0.02% 584
2023
Q2 		$370K Buy
18,019
+1,363
+8% +$27.6K 0.02% 578
2023
Q1 		$352K Buy
16,656
+932
+6% +$21.2K 0.02% 554
2022
Q4 		$332K Buy
15,724
+2,094
+15% +$43.4K 0.02% 530
2022
Q3 		$267K Buy
13,630
+1,197
+10% +$32.1K 0.02% 557
2022
Q2 		$387K Buy
+12,433
New +$388K 0.03% 465

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dynamic Advisor Solutions's AVTR Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of Avantor (AVTR) in Q1 2026, closing a stake of 34,796 shares — an estimated $399K sold.

Dynamic Advisor Solutions first reported a position in AVTR in Q2 2022 and held it in 15 quarters. The position peaked at $611K in Q3 2024. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Dynamic Advisor Solutions reported no remaining Avantor position as of Q1 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 34,796 Avantor shares in Q1 2026, an estimated $399K.
  • Dynamic Advisor Solutions first reported a position in Avantor in Q2 2022 and held it in 15 quarters.
  • Dynamic Advisor Solutions's Avantor position peaked at $611K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.