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Root Financial Partners’s Avantor AVTR Stock Holding History

Root Financial 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
2026
Q1 		$2.63K Buy
335
+134
+67% +$1.32K ﹤0.01% 2195
2025
Q4 		$2.3K Sell
201
-60
-23% -$739 ﹤0.01% 1968
2025
Q3 		$3.26K Buy
+261
New +$3.36K ﹤0.01% 1859

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's AVTR Position: Q1 2026 in Review

Root Financial Partners increased its Avantor (AVTR) stake by 67% in Q1 2026, buying an estimated $1.32K and bringing the position to 335 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Root Financial Partners first reported a position in AVTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.26K in Q3 2025. 430 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Root Financial Partners held 335 shares of Avantor worth $2.63K as of Q1 2026.
  • Root Financial Partners bought 134 Avantor shares in Q1 2026, an estimated $1.32K.
  • Avantor made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2195 holding.
  • Root Financial Partners first reported a position in Avantor in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Avantor position peaked at $3.26K in Q3 2025.
  • 430 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.