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N.E.W. Advisory Services’s Avantor AVTR Stock Holding History

N.E.W. Advisory Services’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
2025
Q4 		– Sell
-250
Closed -$3.12K – 898
2025
Q3 		$3.12K Hold
250
– – ﹤0.01% 710
2025
Q2 		$3.37K Hold
250
– – ﹤0.01% 693
2025
Q1 		$4.05K Buy
+250
New +$4.74K ﹤0.01% 732

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

N.E.W. Advisory Services's AVTR Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Avantor (AVTR) in Q4 2025, closing a stake of 250 shares — an estimated $3.12K sold.

N.E.W. Advisory Services first reported a position in AVTR in Q1 2025 and held it in 3 quarters. The position peaked at $4.05K in Q1 2025. 420 funds tracked by Wall St. Rank hold AVTR as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining Avantor position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 250 Avantor shares in Q4 2025, an estimated $3.12K.
  • N.E.W. Advisory Services first reported a position in Avantor in Q1 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's Avantor position peaked at $4.05K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Avantor as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.