NewSquare Capital’s Avantor AVTR Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-141	Closed	-$1.9K	–	270
2025 Q2	$1.9K	Buy	+141	New	+$1.93K	﹤0.01%	973
2025 Q1	–	Sell	-12	Closed	-$253	–	1170
2024 Q4	$253	Buy	+12	New	+$270	﹤0.01%	849

Other funds holding AVTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ECM

Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

NewSquare Capital's AVTR Position: Q3 2025 in Review

NewSquare Capital sold out of Avantor (AVTR) in Q3 2025, closing a stake of 141 shares — an estimated $1.9K sold.

NewSquare Capital first reported a position in AVTR in Q4 2024 and held it in 2 quarters. The position peaked at $1.9K in Q2 2025. 466 funds tracked by Wall St. Rank hold AVTR as of Q3 2025.

NewSquare Capital reported no remaining Avantor position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 141 Avantor shares in Q3 2025, an estimated $1.9K.
NewSquare Capital first reported a position in Avantor in Q4 2024 and held it in 2 quarters.
NewSquare Capital's Avantor position peaked at $1.9K in Q2 2025.
466 funds tracked by Wall St. Rank held Avantor as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.