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 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Portside Wealth Group's AVTR Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Avantor (AVTR) in Q2 2026: 11,100 shares worth $110K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Portside Wealth Group previously reported a position in AVTR as recently as Q4 2025.

Portside Wealth Group first reported a position in AVTR in Q3 2023 and has held it in 10 quarters since. The position peaked at $260K in Q3 2024. 37 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

Portside Wealth Group held 11,100 shares of Avantor worth $110K as of Q2 2026.
Avantor was a new Portside Wealth Group position in Q2 2026.
Avantor made up 0.01% of Portside Wealth Group's portfolio in Q2 2026, its #506 holding.
Portside Wealth Group first reported a position in Avantor in Q3 2023 and has held it in 10 quarters since.
Portside Wealth Group's Avantor position peaked at $260K in Q3 2024.
37 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.