GoalVest Advisory’s Avantor AVTR Stock Holding History

GoalVest Advisory’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 Q3	$5.06K	Buy	+336	New	+$4.51K	﹤0.01%	559

Other funds holding AVTR

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Gerald Baker Financial Group Arlington, Texas $354M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GoalVest Advisory's AVTR Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Avantor (AVTR) in Q3 2026: 336 shares worth $5.06K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings.

13 funds tracked by Wall St. Rank hold AVTR as of Q3 2026.

GoalVest Advisory held 336 shares of Avantor worth $5.06K as of Q3 2026.
Avantor was a new GoalVest Advisory position in Q3 2026.
Avantor made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #559 holding.
13 funds tracked by Wall St. Rank held Avantor as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.