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
Q2 		$2.97M Sell
299,853
-118,242
-28% -$1.02M 0.09% 412
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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
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

Edgestream Partners's AVTR Position: Q2 2026 in Review

Edgestream Partners reduced its Avantor (AVTR) stake by 28% in Q2 2026, selling an estimated $1.02M and leaving 299,853 shares worth $2.97M. The position accounts for 0.09% of the portfolio, ranked #412.

Edgestream Partners first reported a position in AVTR in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.93M in Q4 2025. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Edgestream Partners held 299,853 shares of Avantor worth $2.97M as of Q2 2026.
  • Edgestream Partners sold 118,242 Avantor shares in Q2 2026, an estimated $1.02M.
  • Avantor made up 0.09% of Edgestream Partners's portfolio in Q2 2026, its #412 holding.
  • Edgestream Partners first reported a position in Avantor in Q3 2023 and has held it in 8 quarters since.
  • Edgestream Partners's Avantor position peaked at $3.93M in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.