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ORG Wealth Partners’s Avantor AVTR Stock Holding History

ORG Wealth Partners’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
-10,342
Closed -$144K – 629
2025
Q2 		$144K Buy
10,342
+1,845
+22% +$25.2K 0.03% 201
2025
Q1 		$134K Buy
8,497
+3,264
+62% +$61.8K 0.04% 222
2024
Q4 		$110K Sell
5,233
-133
-2% -$2.99K 0.03% 163
2024
Q3 		$139K Buy
+5,366
New +$132K 0.05% 148

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Invesco
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

ORG Wealth Partners's AVTR Position: Q3 2025 in Review

ORG Wealth Partners sold out of Avantor (AVTR) in Q3 2025, closing a stake of 10,342 shares — an estimated $144K sold.

ORG Wealth Partners first reported a position in AVTR in Q3 2024 and held it in 4 quarters. The position peaked at $144K in Q2 2025. 466 funds tracked by Wall St. Rank hold AVTR as of Q3 2025.

  • ORG Wealth Partners reported no remaining Avantor position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 10,342 Avantor shares in Q3 2025, an estimated $144K.
  • ORG Wealth Partners first reported a position in Avantor in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Avantor position peaked at $144K in Q2 2025.
  • 466 funds tracked by Wall St. Rank held Avantor as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.