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Pinnacle Wealth Planning Services’s Avantor AVTR Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		$1.5K Buy
152
+79
+108% +$680 ﹤0.01% 2524
2026
Q1 		$572 Buy
73
+55
+306% +$541 ﹤0.01% 2613
2025
Q4 		$206 Buy
+18
New +$222 ﹤0.01% 2711

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return

Pinnacle Wealth Planning Services's AVTR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Avantor (AVTR) stake by 108% in Q2 2026, buying an estimated $680 and bringing the position to 152 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

Pinnacle Wealth Planning Services first reported a position in AVTR in Q4 2025 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 152 shares of Avantor worth $1.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 79 Avantor shares in Q2 2026, an estimated $680.
  • Avantor made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2524 holding.
  • Pinnacle Wealth Planning Services first reported a position in Avantor in Q4 2025 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.