Simplify Asset Management
AVTR icon

Simplify Asset Management’s Avantor AVTR Stock Holding History

Simplify 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
Q3 		$14.5M Buy
+965,919
New +$13M 0.24% 24
2024
Q4 		– Sell
-84,678
Closed -$2.19M – 98
2024
Q3 		$2.19M Buy
84,678
+34,102
+67% +$837K 0.1% 52
2024
Q2 		$1.07M Sell
50,576
-59,205
-54% -$1.43M 0.07% 71
2024
Q1 		$2.81M Buy
+109,781
New +$2.61M 0.17% 45

Other funds holding AVTR

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simplify Asset Management's AVTR Position: Q3 2026 in Review

Simplify Asset Management opened a new position in Avantor (AVTR) in Q3 2026: 965,919 shares worth $14.5M. The stake represents 0.24% of the portfolio and ranks #24 among its holdings. This is a return to the name: Simplify Asset Management previously reported a position in AVTR as recently as Q3 2024.

Simplify Asset Management first reported a position in AVTR in Q1 2024 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold AVTR as of Q3 2026.

  • Simplify Asset Management held 965,919 shares of Avantor worth $14.5M as of Q3 2026.
  • Avantor was a new Simplify Asset Management position in Q3 2026.
  • Avantor made up 0.24% of Simplify Asset Management's portfolio in Q3 2026, its #24 holding.
  • Simplify Asset Management first reported a position in Avantor in Q1 2024 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Avantor as of Q3 2026.

Based on Simplify Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.