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Sequoia Financial Advisors’s Avantor AVTR Stock Holding History

Sequoia Financial Advisors’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 		$225K Buy
22,739
+11,378
+100% +$97.9K ﹤0.01% 1890
2026
Q1 		$89.1K Sell
11,361
-1,275
-10% -$12.5K ﹤0.01% 1864
2025
Q4 		$145K Sell
12,636
-3,345
-21% -$41.2K ﹤0.01% 1848
2025
Q3 		$199K Buy
15,981
+267
+2% +$3.44K ﹤0.01% 1636
2025
Q2 		$212K Buy
+15,714
New +$215K ﹤0.01% 1457
2024
Q4 		– Sell
-9,864
Closed -$255K – 1359
2024
Q3 		$255K Buy
+9,864
New +$242K ﹤0.01% 1047

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

Sequoia Financial Advisors's AVTR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Avantor (AVTR) stake by 100% in Q2 2026, buying an estimated $97.9K and bringing the position to 22,739 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Sequoia Financial Advisors first reported a position in AVTR in Q3 2024 and has held it in 6 quarters since. The position peaked at $255K in Q3 2024. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Sequoia Financial Advisors held 22,739 shares of Avantor worth $225K as of Q2 2026.
  • Sequoia Financial Advisors bought 11,378 Avantor shares in Q2 2026, an estimated $97.9K.
  • Avantor made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1890 holding.
  • Sequoia Financial Advisors first reported a position in Avantor in Q3 2024 and has held it in 6 quarters since.
  • Sequoia Financial Advisors's Avantor position peaked at $255K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.