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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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
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

Pinnacle Wealth Planning Services's AVTR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Avantor (AVTR) stake by 306% in Q1 2026, buying an estimated $541 and bringing the position to 73 shares worth $572. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Pinnacle Wealth Planning Services first reported a position in AVTR in Q4 2025 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 73 shares of Avantor worth $572 as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 55 Avantor shares in Q1 2026, an estimated $541.
  • Avantor made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2613 holding.
  • Pinnacle Wealth Planning Services first reported a position in Avantor in Q4 2025 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.