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Elevation Wealth Partners’s Avantor AVTR Stock Holding History

Elevation Wealth 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
Q3 		$42.2K Buy
2,803
+1,176
+72% +$15.8K 0.01% 442
2026
Q2 		$16.1K Hold
1,627
– – ﹤0.01% 655
2026
Q1 		$12.8K Buy
+1,627
New +$16K ﹤0.01% 464

Other funds holding AVTR

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Elevation Wealth Partners's AVTR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Avantor (AVTR) stake by 72% in Q3 2026, buying an estimated $15.8K and bringing the position to 2,803 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #442.

Elevation Wealth Partners first reported a position in AVTR in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold AVTR as of Q3 2026.

  • Elevation Wealth Partners held 2,803 shares of Avantor worth $42.2K as of Q3 2026.
  • Elevation Wealth Partners bought 1,176 Avantor shares in Q3 2026, an estimated $15.8K.
  • Avantor made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #442 holding.
  • Elevation Wealth Partners first reported a position in Avantor in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Avantor as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.