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Leo Wealth LLC’s Avantor AVTR Stock Holding History

Leo Wealth LLC’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 		$331K Buy
42,246
+3,427
+9% +$33.7K 0.02% 338
2025
Q4 		$445K Sell
38,819
-1,133
-3% -$13.9K 0.03% 278
2025
Q3 		$499K Buy
39,952
+119
+0.3% +$1.53K 0.06% 176
2025
Q2 		$536K Buy
39,833
+114
+0.3% +$1.56K 0.04% 224
2025
Q1 		$644K Buy
39,719
+45
+0.1% +$852 0.09% 155
2024
Q4 		$836K Sell
39,674
-37
-0.1% -$832 0.07% 172
2024
Q3 		$1.03M Buy
39,711
+37
+0.1% +$908 0.09% 154
2024
Q2 		$841K Sell
39,674
-33
-0.1% -$795 0.09% 159
2024
Q1 		$1.02M Buy
39,707
+33
+0.1% +$785 0.1% 150
2023
Q4 		$906K Buy
+39,674
New +$813K 0.09% 146

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

Leo Wealth LLC's AVTR Position: Q1 2026 in Review

Leo Wealth LLC increased its Avantor (AVTR) stake by 8.8% in Q1 2026, buying an estimated $33.7K and bringing the position to 42,246 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #338.

Leo Wealth LLC first reported a position in AVTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q3 2024. 433 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Leo Wealth LLC held 42,246 shares of Avantor worth $331K as of Q1 2026.
  • Leo Wealth LLC bought 3,427 Avantor shares in Q1 2026, an estimated $33.7K.
  • Avantor made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #338 holding.
  • Leo Wealth LLC first reported a position in Avantor in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Avantor position peaked at $1.03M in Q3 2024.
  • 433 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.