Root Financial Partners
AVTR icon

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
Q3 		$56.7K Buy
+3,768
New +$50.6K ﹤0.01% 1017
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

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's AVTR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Avantor (AVTR) in Q3 2026: 3,768 shares worth $56.7K. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AVTR as recently as Q1 2026.

Root Financial Partners first reported a position in AVTR in Q3 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold AVTR as of Q3 2026.

  • Root Financial Partners held 3,768 shares of Avantor worth $56.7K as of Q3 2026.
  • Avantor was a new Root Financial Partners position in Q3 2026.
  • Avantor made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1017 holding.
  • Root Financial Partners first reported a position in Avantor in Q3 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Avantor as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.