Portside Wealth Group’s Avantor AVTR Stock Holding History

Portside Wealth Group’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 Q3	$157K	Sell	10,401 -699	-6%	-$9.38K	0.02%	513
2026 Q2	$110K	Buy	+11,100	New	+$95.5K	0.01%	506
2026 Q1	–	Sell	-10,213	Closed	-$117K	–	471
2025 Q4	$117K	Sell	10,213 -2,514	-20%	-$30.9K	0.02%	451
2025 Q3	$159K	Sell	12,727 -334	-3%	-$4.3K	0.02%	467
2025 Q2	$176K	Buy	13,061 +2,388	+22%	+$32.7K	0.03%	442
2025 Q1	$173K	Buy	10,673 +882	+9%	+$16.7K	0.03%	414
2024 Q4	$206K	Sell	9,791 -258	-3%	-$5.8K	0.03%	398
2024 Q3	$260K	Buy	+10,049	New	+$247K	0.04%	332
2024 Q2	–	Sell	-8,934	Closed	-$228K	–	367
2024 Q1	$228K	Sell	8,934 -633	-7%	-$15.1K	0.04%	327
2023 Q4	$218K	Sell	9,567 -144	-1%	-$2.95K	0.04%	322
2023 Q3	$203K	Buy	+9,711	New	+$207K	0.04%	320

Other funds holding AVTR

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Portside Wealth Group's AVTR Position: Q3 2026 in Review

Portside Wealth Group reduced its Avantor (AVTR) stake by 6.3% in Q3 2026, selling an estimated $9.38K and leaving 10,401 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #513.

Portside Wealth Group first reported a position in AVTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $260K in Q3 2024. 77 funds tracked by Wall St. Rank hold AVTR as of Q3 2026.

Portside Wealth Group held 10,401 shares of Avantor worth $157K as of Q3 2026.
Portside Wealth Group sold 699 Avantor shares in Q3 2026, an estimated $9.38K.
Avantor made up 0.02% of Portside Wealth Group's portfolio in Q3 2026, its #513 holding.
Portside Wealth Group first reported a position in Avantor in Q3 2023 and has held it in 11 quarters since.
Portside Wealth Group's Avantor position peaked at $260K in Q3 2024.
77 funds tracked by Wall St. Rank held Avantor as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.