Merit Financial Group’s Avantor AVTR Stock Holding History

Merit Financial Group’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 Q3	$354K	Sell	23,524 -122	-0.5%	-$1.64K	﹤0.01%	1794
2026 Q2	$234K	Buy	+23,646	New	+$204K	﹤0.01%	1999

Other funds holding AVTR

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

New Mountain Capital New York $211M AUM 20.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Merit Financial Group's AVTR Position: Q3 2026 in Review

Merit Financial Group reduced its Avantor (AVTR) stake by 0.52% in Q3 2026, selling an estimated $1.64K and leaving 23,524 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Merit Financial Group first reported a position in AVTR in Q2 2026 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold AVTR as of Q3 2026.

Merit Financial Group held 23,524 shares of Avantor worth $354K as of Q3 2026.
Merit Financial Group sold 122 Avantor shares in Q3 2026, an estimated $1.64K.
Avantor made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1794 holding.
Merit Financial Group first reported a position in Avantor in Q2 2026 and has held it in 2 quarters since.
393 funds tracked by Wall St. Rank held Avantor as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.