Perpetual Ltd’s Avantor AVTR Stock Holding History

Perpetual Ltd’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 Q1	$103K	Sell	13,179 -1,818,887	-99%	-$17.9M	﹤0.01%	422
2025 Q4	$21M	Buy	1,832,066 +28,336	+2%	+$349K	0.3%	88
2025 Q3	$22.5M	Sell	1,803,730 -1,767	-0.1%	-$22.8K	0.28%	92
2025 Q2	$24.3M	Buy	1,805,497 +60,823	+3%	+$832K	0.29%	88
2025 Q1	$28.3M	Sell	1,744,674 -22,208	-1%	-$421K	0.34%	77
2024 Q4	$37.2M	Buy	1,766,882 +493,408	+39%	+$11.1M	0.44%	61
2024 Q3	$32.9M	Sell	1,273,474 -5,128	-0.4%	-$126K	0.36%	68
2024 Q2	$27.1M	Buy	1,278,602 +17,263	+1%	+$416K	0.29%	79
2024 Q1	$32.3M	Buy	1,261,339 +35,974	+3%	+$856K	0.32%	73
2023 Q4	$28M	Buy	1,225,365 +698,225	+132%	+$14.3M	0.29%	72
2023 Q3	$11.1M	Buy	527,140 +84,991	+19%	+$1.81M	0.11%	122
2023 Q2	$9.08M	Buy	442,149 +30,440	+7%	+$615K	0.08%	146
2023 Q1	$8.7M	Buy	+411,709	New	+$9.38M	0.08%	148

Other funds holding AVTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return