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Dynasty Wealth Management’s Avantor AVTR Stock Holding History

Dynasty 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
2025
Q3 		– Sell
-42,174
Closed -$568K – 307
2025
Q2 		$568K Buy
42,174
+6,520
+18% +$89.2K 0.01% 171
2025
Q1 		$578K Buy
35,654
+1,635
+5% +$31K 0.01% 190
2024
Q4 		$717K Sell
34,019
-21,251
-38% -$478K 0.01% 174
2024
Q3 		$1.43M Sell
55,270
-7,494
-12% -$184K 0.04% 101
2024
Q2 		$1.33M Buy
62,764
+5,946
+10% +$143K 0.04% 108
2024
Q1 		$1.45M Buy
+56,818
New +$1.35M 0.05% 90

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Dynasty Wealth Management's AVTR Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Avantor (AVTR) in Q3 2025, closing a stake of 42,174 shares — an estimated $568K sold.

Dynasty Wealth Management first reported a position in AVTR in Q1 2024 and held it in 6 quarters. The position peaked at $1.45M in Q1 2024. 466 funds tracked by Wall St. Rank hold AVTR as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Avantor position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 42,174 Avantor shares in Q3 2025, an estimated $568K.
  • Dynasty Wealth Management first reported a position in Avantor in Q1 2024 and held it in 6 quarters.
  • Dynasty Wealth Management's Avantor position peaked at $1.45M in Q1 2024.
  • 466 funds tracked by Wall St. Rank held Avantor as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.