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Evergreen Capital Management’s Avantor AVTR Stock Holding History

Evergreen Capital Management’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 		$484K Buy
48,885
+30,285
+163% +$261K 0.01% 924
2026
Q1 		$146K Buy
+18,600
New +$183K ﹤0.01% 1436
2025
Q4 		– Sell
-14,347
Closed -$179K – 1428
2025
Q3 		$179K Buy
14,347
+1,026
+8% +$13.2K ﹤0.01% 1241
2025
Q2 		$179K Buy
+13,321
New +$182K 0.01% 1059
2025
Q1 		– Sell
-12,957
Closed -$273K – 1097
2024
Q4 		$273K Buy
12,957
+1,492
+13% +$33.6K 0.01% 787
2024
Q3 		$297K Buy
+11,465
New +$281K 0.01% 719

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

Evergreen Capital Management's AVTR Position: Q2 2026 in Review

Evergreen Capital Management increased its Avantor (AVTR) stake by 163% in Q2 2026, buying an estimated $261K and bringing the position to 48,885 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #924.

Evergreen Capital Management first reported a position in AVTR in Q3 2024 and has held it in 6 quarters since. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Evergreen Capital Management held 48,885 shares of Avantor worth $484K as of Q2 2026.
  • Evergreen Capital Management bought 30,285 Avantor shares in Q2 2026, an estimated $261K.
  • Avantor made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #924 holding.
  • Evergreen Capital Management first reported a position in Avantor in Q3 2024 and has held it in 6 quarters since.
  • 459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.