SHP Wealth Management’s Avantor AVTR Stock Holding History

SHP Wealth 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	$1.75K	Buy	177 +117	+195%	+$1.01K	﹤0.01%	1432
2026 Q1	$470	Buy	+60	New	+$590	﹤0.01%	1627

Other funds holding AVTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

NMC

New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return

SHP Wealth Management's AVTR Position: Q2 2026 in Review

SHP Wealth Management increased its Avantor (AVTR) stake by 195% in Q2 2026, buying an estimated $1.01K and bringing the position to 177 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

SHP Wealth Management first reported a position in AVTR in Q1 2026 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

SHP Wealth Management held 177 shares of Avantor worth $1.75K as of Q2 2026.
SHP Wealth Management bought 117 Avantor shares in Q2 2026, an estimated $1.01K.
Avantor made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1432 holding.
SHP Wealth Management first reported a position in Avantor in Q1 2026 and has held it in 2 quarters since.
460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.