Envestnet Portfolio Solutions
AVTR icon

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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return