Envestnet Portfolio Solutions’s Avantor AVTR Stock Holding History

Envestnet Portfolio 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
2025 Q3	–	Sell	-18,805	Closed	-$253K	–	1454
2025 Q2	$253K	Buy	18,805 +1,904	+11%	+$26.1K	﹤0.01%	1409
2025 Q1	$274K	Sell	16,901 -22,804	-57%	-$432K	﹤0.01%	1340
2024 Q4	$837K	Sell	39,705 -19,425	-33%	-$437K	﹤0.01%	1008
2024 Q3	$1.53M	Buy	59,130 +1,544	+3%	+$37.9K	0.01%	759
2024 Q2	$1.22M	Sell	57,586 -14,157	-20%	-$341K	﹤0.01%	797
2024 Q1	$1.83M	Buy	71,743 +918	+1%	+$21.8K	0.01%	662
2023 Q4	$1.62M	Buy	70,825 +1,218	+2%	+$25K	0.01%	651
2023 Q3	$1.47M	Buy	+69,607	New	+$1.48M	0.01%	640

Other funds holding AVTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Envestnet Portfolio Solutions's AVTR Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Avantor (AVTR) in Q3 2025, closing a stake of 18,805 shares — an estimated $253K sold.

Envestnet Portfolio Solutions first reported a position in AVTR in Q3 2023 and held it in 8 quarters. The position peaked at $1.83M in Q1 2024. 466 funds tracked by Wall St. Rank hold AVTR as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining Avantor position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 18,805 Avantor shares in Q3 2025, an estimated $253K.
Envestnet Portfolio Solutions first reported a position in Avantor in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's Avantor position peaked at $1.83M in Q1 2024.
466 funds tracked by Wall St. Rank held Avantor as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.