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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
Q2 		– Sell
-335
Closed -$2.63K – 656
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 $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

Root Financial Partners's AVTR Position: Q2 2026 in Review

Root Financial Partners sold out of Avantor (AVTR) in Q2 2026, closing a stake of 335 shares — an estimated $2.63K sold.

Root Financial Partners first reported a position in AVTR in Q3 2025 and held it in 3 quarters. The position peaked at $3.26K in Q3 2025. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Root Financial Partners reported no remaining Avantor position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 335 Avantor shares in Q2 2026, an estimated $2.63K.
  • Root Financial Partners first reported a position in Avantor in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Avantor position peaked at $3.26K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.