Gerald Baker Financial Group’s Avantor AVTR Stock Holding History

Gerald Baker Financial Group’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	$933K	Hold	94,206	–	–	0.27%	66
2026 Q1	$739K	Buy	+94,206	New	+$927K	0.23%	70

Other funds holding AVTR

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

NMC

New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return

Gerald Baker Financial Group's AVTR Position: Q2 2026 in Review

Gerald Baker Financial Group held its Avantor (AVTR) position steady in Q2 2026 at 94,206 shares worth $933K. The position accounts for 0.27% of the portfolio, ranked #66.

Gerald Baker Financial Group first reported a position in AVTR in Q1 2026 and has held it in 2 quarters since. 456 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

Gerald Baker Financial Group held 94,206 shares of Avantor worth $933K as of Q2 2026.
Gerald Baker Financial Group left its Avantor share count unchanged in Q2 2026.
Avantor made up 0.27% of Gerald Baker Financial Group's portfolio in Q2 2026, its #66 holding.
Gerald Baker Financial Group first reported a position in Avantor in Q1 2026 and has held it in 2 quarters since.
456 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.