JSW
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Journey Strategic Wealth’s Avantor AVTR Stock Holding History

Journey Strategic Wealth’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 		$79.5K Buy
+10,140
New +$99.8K ﹤0.01% 809

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Journey Strategic Wealth's AVTR Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Avantor (AVTR) in Q1 2026: 10,140 shares worth $79.5K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings.

433 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Journey Strategic Wealth held 10,140 shares of Avantor worth $79.5K as of Q1 2026.
  • Avantor was a new Journey Strategic Wealth position in Q1 2026.
  • Avantor made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #809 holding.
  • 433 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.