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Principia Wealth Advisory’s Avantor AVTR Stock Holding History

Principia Wealth Advisory’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 		$1.04K Sell
105
-8
-7% -$69 ﹤0.01% 754
2026
Q1 		$886 Buy
113
+101
+842% +$994 ﹤0.01% 732
2025
Q4 		$138 Sell
12
-29
-71% -$357 ﹤0.01% 950
2025
Q3 		$512 Buy
41
+38
+1,267% +$490 ﹤0.01% 790
2025
Q2 		$40 Sell
3
-1
-25% -$14 ﹤0.01% 938
2025
Q1 		$64 Sell
4
-6
-60% -$114 ﹤0.01% 834
2024
Q4 		$211 Buy
+10
New +$225 ﹤0.01% 727

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

Principia Wealth Advisory's AVTR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Avantor (AVTR) stake by 7.1% in Q2 2026, selling an estimated $69 and leaving 105 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Principia Wealth Advisory first reported a position in AVTR in Q4 2024 and has held it in 7 quarters since. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Principia Wealth Advisory held 105 shares of Avantor worth $1.04K as of Q2 2026.
  • Principia Wealth Advisory sold 8 Avantor shares in Q2 2026, an estimated $69.
  • Avantor made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #754 holding.
  • Principia Wealth Advisory first reported a position in Avantor in Q4 2024 and has held it in 7 quarters since.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.