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TrueNorth Wealth & Impact, LLC’s Avantor AVTR Stock Holding History

TrueNorth Wealth & Impact, LLC’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
Q3 		$186K Buy
+12,403
New +$166K 0.07% 181

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
New Mountain Capital
New Mountain Capital New York $211M AUM 20.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's AVTR Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Avantor (AVTR) in Q3 2026: 12,403 shares worth $186K. The stake represents 0.07% of the portfolio and ranks #181 among its holdings.

393 funds tracked by Wall St. Rank hold AVTR as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 12,403 shares of Avantor worth $186K as of Q3 2026.
  • Avantor was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Avantor made up 0.07% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #181 holding.
  • 393 funds tracked by Wall St. Rank held Avantor as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.