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Principal Securities’s Avantor AVTR Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,927
Closed -$24K – 1522
2025
Q3 		$24K Sell
1,927
-1,334
-41% -$17.2K ﹤0.01% 2330
2025
Q2 		$43.9K Buy
3,261
+1,850
+131% +$25.3K ﹤0.01% 1950
2025
Q1 		$29.7K Hold
1,411
– – ﹤0.01% 1993
2024
Q4 		$29.7K Sell
1,411
-19,662
-93% -$442K ﹤0.01% 1988
2024
Q3 		$545K Buy
21,073
+839
+4% +$20.6K 0.01% 731
2024
Q2 		$429K Buy
20,234
+303
+2% +$7.3K 0.01% 757
2024
Q1 		$510K Sell
19,931
-350
-2% -$8.33K 0.02% 656
2023
Q4 		$463K Buy
+20,281
New +$416K 0.02% 630

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Securities's AVTR Position: Q4 2025 in Review

Principal Securities sold out of Avantor (AVTR) in Q4 2025, closing a stake of 1,927 shares — an estimated $24K sold.

Principal Securities first reported a position in AVTR in Q4 2023 and held it in 8 quarters. The position peaked at $545K in Q3 2024. 419 funds tracked by Wall St. Rank hold AVTR as of Q4 2025.

  • Principal Securities reported no remaining Avantor position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,927 Avantor shares in Q4 2025, an estimated $24K.
  • Principal Securities first reported a position in Avantor in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Avantor position peaked at $545K in Q3 2024.
  • 419 funds tracked by Wall St. Rank held Avantor as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.