Financial Consulate’s Avantor AVTR Stock Holding History

Financial Consulate’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 Q1	–	Sell	-34	Closed	-$390	–	1410
2025 Q4	$390	Sell	34 -34	-50%	-$418	﹤0.01%	1244
2025 Q3	$849	Buy	+68	New	+$876	﹤0.01%	892

Other funds holding AVTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Consulate's AVTR Position: Q1 2026 in Review

Financial Consulate sold out of Avantor (AVTR) in Q1 2026, closing a stake of 34 shares — an estimated $390 sold.

Financial Consulate first reported a position in AVTR in Q3 2025 and held it in 2 quarters. The position peaked at $849 in Q3 2025. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

Financial Consulate reported no remaining Avantor position as of Q1 2026 after selling out during the quarter.
Financial Consulate sold 34 Avantor shares in Q1 2026, an estimated $390.
Financial Consulate first reported a position in Avantor in Q3 2025 and held it in 2 quarters.
Financial Consulate's Avantor position peaked at $849 in Q3 2025.
429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.