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Sagewood Asset Management’s Avantor AVTR Stock Holding History

Sagewood Asset Management’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 		$117K Sell
11,861
-1,330
-10% -$11.4K 0.03% 428
2026
Q1 		$103K Buy
+13,191
New +$130K 0.03% 331

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

Sagewood Asset Management's AVTR Position: Q2 2026 in Review

Sagewood Asset Management reduced its Avantor (AVTR) stake by 10% in Q2 2026, selling an estimated $11.4K and leaving 11,861 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #428.

Sagewood Asset Management first reported a position in AVTR in Q1 2026 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Sagewood Asset Management held 11,861 shares of Avantor worth $117K as of Q2 2026.
  • Sagewood Asset Management sold 1,330 Avantor shares in Q2 2026, an estimated $11.4K.
  • Avantor made up 0.03% of Sagewood Asset Management's portfolio in Q2 2026, its #428 holding.
  • Sagewood Asset Management first reported a position in Avantor in Q1 2026 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.