MWM
AVTR icon

Modera Wealth Management’s Avantor AVTR Stock Holding History

Modera Wealth 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
Q2 		$701K Buy
70,816
+1
+0% +$9 0.01% 404
2026
Q1 		$555K Sell
70,815
-20
-0% -$197 0.01% 417
2025
Q4 		$812K Buy
70,835
+20
+0% +$246 0.01% 361
2025
Q3 		$884K Hold
70,815
– – 0.01% 356
2025
Q2 		$953K Sell
70,815
-278
-0.4% -$3.8K 0.01% 339
2025
Q1 		$1.15M Sell
71,093
-4,738
-6% -$89.8K 0.02% 306
2024
Q4 		$1.6M Sell
75,831
-147
-0.2% -$3.31K 0.02% 272
2024
Q3 		$1.97M Buy
75,978
+219
+0.3% +$5.38K 0.03% 234
2024
Q2 		$1.61M Sell
75,759
-203
-0.3% -$4.89K 0.02% 246
2024
Q1 		$1.94M Buy
75,962
+106
+0.1% +$2.52K 0.03% 232
2023
Q4 		$1.73M Buy
75,856
+264
+0.3% +$5.41K 0.03% 235
2023
Q3 		$1.59M Hold
75,592
– – 0.03% 237
2023
Q2 		$1.55M Hold
75,592
– – 0.03% 245
2023
Q1 		$1.6M Hold
75,592
– – 0.06% 107
2022
Q4 		$1.59M Buy
75,592
+59
+0.1% +$1.22K 0.06% 105
2022
Q3 		$1.48M Buy
75,533
+48
+0.1% +$1.29K 0.08% 103
2022
Q2 		$2.35M Buy
75,485
+140
+0.2% +$4.37K 0.11% 86
2022
Q1 		$2.55M Sell
75,345
-9,865
-12% -$352K 0.11% 88
2021
Q4 		$3.59M Buy
+85,210
New +$3.36M 0.14% 76

Other funds holding AVTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Modera Wealth Management's AVTR Position: Q2 2026 in Review

Modera Wealth Management increased its Avantor (AVTR) stake by 0% in Q2 2026, buying an estimated $9 and bringing the position to 70,816 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #404.

Modera Wealth Management first reported a position in AVTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.59M in Q4 2021. 205 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Modera Wealth Management held 70,816 shares of Avantor worth $701K as of Q2 2026.
  • Modera Wealth Management bought 1 Avantor share in Q2 2026, an estimated $9.
  • Avantor made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Modera Wealth Management first reported a position in Avantor in Q4 2021 and has held it in 19 quarters since.
  • Modera Wealth Management's Avantor position peaked at $3.59M in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.