JWA
AVTR icon

JFS Wealth Advisors’s Avantor AVTR Stock Holding History

JFS 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 		$20 Hold
2
– – ﹤0.01% 2241
2026
Q1 		$16 Sell
2
-120
-98% -$1.18K ﹤0.01% 1875
2025
Q4 		$1.4K Buy
+122
New +$1.5K ﹤0.01% 1639
2025
Q2 		– Sell
-366
Closed -$5.93K – 1876
2025
Q1 		$5.93K Buy
366
+68
+23% +$1.29K ﹤0.01% 1055
2024
Q4 		$6.28K Sell
298
-22
-7% -$495 ﹤0.01% 1032
2024
Q3 		$8.28K Buy
320
+61
+24% +$1.5K ﹤0.01% 922
2024
Q2 		$5.49K Buy
259
+5
+2% +$120 ﹤0.01% 1024
2024
Q1 		$6.5K Hold
254
– – ﹤0.01% 995
2023
Q4 		$5.8K Buy
254
+16
+7% +$328 ﹤0.01% 993
2023
Q3 		$5.02K Buy
238
+85
+56% +$1.81K ﹤0.01% 991
2023
Q2 		$3.14K Sell
153
-1
-0.6% -$20 ﹤0.01% 1207
2023
Q1 		$3.26K Buy
154
+49
+47% +$1.12K ﹤0.01% 1169
2022
Q4 		$2.21K Buy
105
+96
+1,067% +$1.99K ﹤0.01% 1335
2022
Q3 		$0 Sell
9
-479
-98% -$12.8K ﹤0.01% 1731
2022
Q2 		$15K Sell
488
-127
-21% -$3.96K ﹤0.01% 644
2022
Q1 		$21K Buy
615
+14
+2% +$499 ﹤0.01% 589
2021
Q4 		$25K Sell
601
-392
-39% -$15.4K ﹤0.01% 531
2021
Q3 		$41K Buy
+993
New +$38.8K ﹤0.01% 444

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

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

JFS Wealth Advisors held its Avantor (AVTR) position steady in Q2 2026 at 2 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

JFS Wealth Advisors first reported a position in AVTR in Q3 2021 and has held it in 18 quarters since. The position peaked at $41K in Q3 2021. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • JFS Wealth Advisors held 2 shares of Avantor worth $20 as of Q2 2026.
  • JFS Wealth Advisors left its Avantor share count unchanged in Q2 2026.
  • Avantor made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2241 holding.
  • JFS Wealth Advisors first reported a position in Avantor in Q3 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Avantor position peaked at $41K in Q3 2021.
  • 459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.