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Principle Wealth Partners’s Avantor AVTR Stock Holding History

Principle Wealth Partners’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
Q2 		– Sell
-11,300
Closed -$183K – 359
2025
Q1 		$183K Hold
11,300
– – 0.01% 333
2024
Q4 		$238K Hold
11,300
– – 0.02% 308
2024
Q3 		$292K Hold
11,300
– – 0.02% 288
2024
Q2 		$240K Hold
11,300
– – 0.02% 303
2024
Q1 		$289K Hold
11,300
– – 0.02% 288
2023
Q4 		$258K Buy
+11,300
New +$232K 0.02% 294

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Principle Wealth Partners's AVTR Position: Q2 2025 in Review

Principle Wealth Partners sold out of Avantor (AVTR) in Q2 2025, closing a stake of 11,300 shares — an estimated $183K sold.

Principle Wealth Partners first reported a position in AVTR in Q4 2023 and held it in 6 quarters. The position peaked at $292K in Q3 2024. 505 funds tracked by Wall St. Rank hold AVTR as of Q2 2025.

  • Principle Wealth Partners reported no remaining Avantor position as of Q2 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 11,300 Avantor shares in Q2 2025, an estimated $183K.
  • Principle Wealth Partners first reported a position in Avantor in Q4 2023 and held it in 6 quarters.
  • Principle Wealth Partners's Avantor position peaked at $292K in Q3 2024.
  • 505 funds tracked by Wall St. Rank held Avantor as of Q2 2025.

Based on Principle Wealth Partners's 13F filing for Q2 2025, filed 30 Jul 2025.