LWAM
AVTR icon

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return