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Private Wealth Management Group’s Avantor AVTR Stock Holding History

Private Wealth Management 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 		$7.49K Buy
756
+156
+26% +$1.34K ﹤0.01% 677
2026
Q1 		$4.7K Buy
600
+547
+1,032% +$5.38K ﹤0.01% 794
2025
Q4 		$608 Hold
53
– – ﹤0.01% 1371
2025
Q3 		$662 Sell
53
-482
-90% -$6.21K ﹤0.01% 1378
2025
Q2 		$7.2K Buy
535
+442
+475% +$6.05K ﹤0.01% 610
2025
Q1 		$1.51K Sell
93
-33
-26% -$625 ﹤0.01% 1153
2024
Q4 		$2.65K Buy
126
+80
+174% +$1.8K ﹤0.01% 984
2024
Q3 		$1.19K Hold
46
– – ﹤0.01% 1226
2024
Q2 		$976 Hold
46
– – ﹤0.01% 1295
2024
Q1 		$1.18K Hold
46
– – ﹤0.01% 1202
2023
Q4 		$1.05K Buy
+46
New +$942 ﹤0.01% 1248

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

Private Wealth Management Group's AVTR Position: Q2 2026 in Review

Private Wealth Management Group increased its Avantor (AVTR) stake by 26% in Q2 2026, buying an estimated $1.34K and bringing the position to 756 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Private Wealth Management Group first reported a position in AVTR in Q4 2023 and has held it in 11 quarters since. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Private Wealth Management Group held 756 shares of Avantor worth $7.49K as of Q2 2026.
  • Private Wealth Management Group bought 156 Avantor shares in Q2 2026, an estimated $1.34K.
  • Avantor made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #677 holding.
  • Private Wealth Management Group first reported a position in Avantor in Q4 2023 and has held it in 11 quarters since.
  • 459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.