EWA
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EverSource Wealth Advisors’s Avantor AVTR Stock Holding History

EverSource Wealth Advisors’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 		$71.1K Buy
7,180
+5,541
+338% +$47.7K ﹤0.01% 1563
2026
Q1 		$12.9K Buy
1,639
+705
+75% +$6.94K ﹤0.01% 2785
2025
Q4 		$10.7K Sell
934
-1,222
-57% -$15K ﹤0.01% 2762
2025
Q3 		$26.9K Sell
2,156
-31
-1% -$399 ﹤0.01% 2135
2025
Q2 		$29.4K Buy
2,187
+1,189
+119% +$16.3K ﹤0.01% 1991
2025
Q1 		$16.2K Sell
998
-174
-15% -$3.3K ﹤0.01% 1815
2024
Q4 		$24.7K Sell
1,172
-707
-38% -$15.9K ﹤0.01% 1512
2024
Q3 		$48.6K Sell
1,879
-54
-3% -$1.33K ﹤0.01% 1087
2024
Q2 		$51.7K Sell
1,933
-90
-4% -$2.17K ﹤0.01% 1070
2024
Q1 		$49K Buy
2,023
+227
+13% +$5.4K ﹤0.01% 990
2023
Q4 		$41K Sell
1,796
-150
-8% -$3.07K ﹤0.01% 974
2023
Q3 		$41K Buy
1,946
+116
+6% +$2.47K ﹤0.01% 891
2023
Q2 		$37.6K Sell
1,830
-1,034
-36% -$20.9K ﹤0.01% 941
2023
Q1 		$60.5K Buy
2,864
+75
+3% +$1.71K 0.01% 719
2022
Q4 		$58.8K Buy
2,789
+1,302
+88% +$27K 0.01% 701
2022
Q3 		$29K Buy
1,487
+133
+10% +$3.56K 0.01% 777
2022
Q2 		$42K Buy
1,354
+338
+33% +$10.6K 0.01% 661
2022
Q1 		$34K Sell
1,016
-291
-22% -$10.4K 0.01% 541
2021
Q4 		$55K Buy
+1,307
New +$51.5K 0.02% 412

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's AVTR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Avantor (AVTR) stake by 338% in Q2 2026, buying an estimated $47.7K and bringing the position to 7,180 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

EverSource Wealth Advisors first reported a position in AVTR in Q4 2021 and has held it in 19 quarters since. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • EverSource Wealth Advisors held 7,180 shares of Avantor worth $71.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 5,541 Avantor shares in Q2 2026, an estimated $47.7K.
  • Avantor made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1563 holding.
  • EverSource Wealth Advisors first reported a position in Avantor in Q4 2021 and has held it in 19 quarters since.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.