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Legacy Wealth Asset Management’s Avantor AVTR Stock Holding History

Legacy Wealth Asset 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
Q1 		– Sell
-37,081
Closed -$425K – 375
2025
Q4 		$425K Sell
37,081
-5,015
-12% -$61.7K 0.1% 281
2025
Q3 		$525K Buy
42,096
+11,036
+36% +$142K 0.13% 245
2025
Q2 		$418K Sell
31,060
-82
-0.3% -$1.12K 0.11% 271
2025
Q1 		$505K Buy
31,142
+6,779
+28% +$128K 0.14% 241
2024
Q4 		$513K Buy
24,363
+1,496
+7% +$33.6K 0.14% 237
2024
Q3 		$592K Buy
22,867
+231
+1% +$5.67K 0.16% 214
2024
Q2 		$480K Buy
22,636
+1,112
+5% +$26.8K 0.14% 237
2024
Q1 		$550K Buy
21,524
+23
+0.1% +$547 0.15% 213
2023
Q4 		$491K Buy
21,501
+220
+1% +$4.51K 0.16% 230
2023
Q3 		$449K Sell
21,281
-20
-0.1% -$425 0.16% 224
2023
Q2 		$438K Buy
21,301
+6,805
+47% +$138K 0.15% 230
2023
Q1 		$306K Sell
14,496
-17
-0.1% -$387 0.11% 283
2022
Q4 		$306K Buy
+14,513
New +$300K 0.12% 285

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 $3.38T AUM 44.17% 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

Legacy Wealth Asset Management's AVTR Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of Avantor (AVTR) in Q1 2026, closing a stake of 37,081 shares — an estimated $425K sold.

Legacy Wealth Asset Management first reported a position in AVTR in Q4 2022 and held it in 13 quarters. The position peaked at $592K in Q3 2024. 433 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Legacy Wealth Asset Management reported no remaining Avantor position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 37,081 Avantor shares in Q1 2026, an estimated $425K.
  • Legacy Wealth Asset Management first reported a position in Avantor in Q4 2022 and held it in 13 quarters.
  • Legacy Wealth Asset Management's Avantor position peaked at $592K in Q3 2024.
  • 433 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.