LPL Financial
AVTR icon

LPL Financial’s Avantor AVTR Stock Holding History

LPL Financial’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 		$638K Sell
64,397
-2,830
-4% -$24.4K ﹤0.01% 4812
2026
Q1 		$527K Sell
67,227
-100,399
-60% -$988K ﹤0.01% 4711
2025
Q4 		$1.92M Sell
167,626
-32,310
-16% -$398K ﹤0.01% 3452
2025
Q3 		$2.5M Sell
199,936
-68,954
-26% -$888K ﹤0.01% 3114
2025
Q2 		$3.62M Buy
268,890
+59,724
+29% +$817K ﹤0.01% 2572
2025
Q1 		$3.39M Buy
209,166
+69,772
+50% +$1.32M ﹤0.01% 2461
2024
Q4 		$2.94M Buy
139,394
+28,706
+26% +$646K ﹤0.01% 2511
2024
Q3 		$2.86M Buy
110,688
+26,313
+31% +$646K ﹤0.01% 2407
2024
Q2 		$1.79M Buy
84,375
+10,489
+14% +$253K ﹤0.01% 2698
2024
Q1 		$1.89M Buy
73,886
+15,124
+26% +$360K ﹤0.01% 2581
2023
Q4 		$1.34M Buy
58,762
+15,022
+34% +$308K ﹤0.01% 2786
2023
Q3 		$922K Sell
43,740
-4,873
-10% -$104K ﹤0.01% 2962
2023
Q2 		$999K Sell
48,613
-10,817
-18% -$219K ﹤0.01% 2828
2023
Q1 		$1.26M Buy
59,430
+25,653
+76% +$585K ﹤0.01% 2564
2022
Q4 		$712K Buy
33,777
+8,340
+33% +$173K ﹤0.01% 2929
2022
Q3 		$499K Buy
25,437
+3,685
+17% +$98.7K ﹤0.01% 3156
2022
Q2 		$676K Buy
21,752
+913
+4% +$28.5K ﹤0.01% 2924
2022
Q1 		$705K Sell
20,839
-11,587
-36% -$413K ﹤0.01% 2905
2021
Q4 		$1.37M Buy
32,426
+2,927
+10% +$115K ﹤0.01% 2401
2021
Q3 		$1.21M Sell
29,499
-386
-1% -$15.1K ﹤0.01% 2471
2021
Q2 		$1.06M Sell
29,885
-35,464
-54% -$1.15M ﹤0.01% 2515
2021
Q1 		$1.89M Buy
65,349
+45,554
+230% +$1.32M ﹤0.01% 1882
2020
Q4 		$557K Buy
+19,795
New +$510K ﹤0.01% 2653

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

LPL Financial's AVTR Position: Q2 2026 in Review

LPL Financial reduced its Avantor (AVTR) stake by 4.2% in Q2 2026, selling an estimated $24.4K and leaving 64,397 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #4812.

LPL Financial first reported a position in AVTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.62M in Q2 2025. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • LPL Financial held 64,397 shares of Avantor worth $638K as of Q2 2026.
  • LPL Financial sold 2,830 Avantor shares in Q2 2026, an estimated $24.4K.
  • Avantor made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4812 holding.
  • LPL Financial first reported a position in Avantor in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's Avantor position peaked at $3.62M in Q2 2025.
  • 459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.