EP
AVTR icon

Edgestream Partners’s Avantor AVTR Stock Holding History

Edgestream Partners’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 		$3.28M Buy
418,095
+74,728
+22% +$735K 0.11% 355
2025
Q4 		$3.93M Buy
343,367
+204,789
+148% +$2.52M 0.11% 330
2025
Q3 		$1.73M Buy
+138,578
New +$1.79M 0.05% 561
2024
Q4 		– Sell
-62,709
Closed -$1.62M – 857
2024
Q3 		$1.62M Buy
62,709
+27,342
+77% +$671K 0.07% 459
2024
Q2 		$750K Sell
35,367
-13,207
-27% -$318K 0.04% 590
2024
Q1 		$1.24M Buy
+48,574
New +$1.16M 0.06% 449
2023
Q4 		– Sell
-48,973
Closed -$1.03M – 831
2023
Q3 		$1.03M Buy
+48,973
New +$1.04M 0.08% 390

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

Edgestream Partners's AVTR Position: Q1 2026 in Review

Edgestream Partners increased its Avantor (AVTR) stake by 22% in Q1 2026, buying an estimated $735K and bringing the position to 418,095 shares worth $3.28M. The position accounts for 0.11% of the portfolio, ranked #355.

Edgestream Partners first reported a position in AVTR in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.93M in Q4 2025. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Edgestream Partners held 418,095 shares of Avantor worth $3.28M as of Q1 2026.
  • Edgestream Partners bought 74,728 Avantor shares in Q1 2026, an estimated $735K.
  • Avantor made up 0.11% of Edgestream Partners's portfolio in Q1 2026, its #355 holding.
  • Edgestream Partners first reported a position in Avantor in Q3 2023 and has held it in 7 quarters since.
  • Edgestream Partners's Avantor position peaked at $3.93M in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.