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JPL Wealth Management’s Avantor AVTR Stock Holding History

JPL Wealth Management’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 		$555 Buy
+56
New +$482 ﹤0.01% 1384
2025
Q4 		– Sell
-174
Closed -$2.17K – 196
2025
Q3 		$2.17K Buy
+174
New +$2.24K ﹤0.01% 846

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

JPL Wealth Management's AVTR Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Avantor (AVTR) in Q2 2026: 56 shares worth $555. The stake represents ﹤0.01% of the portfolio and ranks #1384 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AVTR as recently as Q3 2025.

JPL Wealth Management first reported a position in AVTR in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.17K in Q3 2025. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • JPL Wealth Management held 56 shares of Avantor worth $555 as of Q2 2026.
  • Avantor was a new JPL Wealth Management position in Q2 2026.
  • Avantor made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1384 holding.
  • JPL Wealth Management first reported a position in Avantor in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Avantor position peaked at $2.17K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.