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Spire Wealth Management’s Avantor AVTR Stock Holding History

Spire 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 		– Sell
-162
Closed -$1.27K – 2239
2026
Q1 		$1.27K Sell
162
-1,261
-89% -$12.4K ﹤0.01% 2105
2025
Q4 		$16.3K Sell
1,423
-3,174
-69% -$39.1K ﹤0.01% 1557
2025
Q3 		$57.4K Buy
4,597
+1,089
+31% +$14K ﹤0.01% 1184
2025
Q2 		$47.2K Buy
+3,508
New +$48K ﹤0.01% 1218
2025
Q1 		– Sell
-339
Closed -$7.14K – 2472
2024
Q4 		$7.14K Buy
+339
New +$7.62K ﹤0.01% 1944
2024
Q1 		– Sell
-46
Closed -$993 – 2309
2023
Q4 		$993 Buy
+46
New +$942 ﹤0.01% 2268
2022
Q4 		– Sell
-72
Closed -$1K – 2308
2022
Q3 		$1K Hold
72
– – ﹤0.01% 2041
2022
Q2 		$2K Sell
72
-6,802
-99% -$212K ﹤0.01% 2328
2022
Q1 		$232K Sell
6,874
-405,859
-98% -$14.5M 0.01% 827
2021
Q4 		$17.4M Buy
412,733
+5,005
+1% +$197K 0.39% 65
2021
Q3 		$16.7M Sell
407,728
-2,867
-0.7% -$112K 0.44% 54
2021
Q2 		$14.6M Buy
410,595
+410,480
+356,939% +$13.3M 0.39% 62
2021
Q1 		$3K Buy
+115
New +$3.32K ﹤0.01% 2733

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

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

Spire Wealth Management sold out of Avantor (AVTR) in Q2 2026, closing a stake of 162 shares — an estimated $1.27K sold.

Spire Wealth Management first reported a position in AVTR in Q1 2021 and held it in 13 quarters. The position peaked at $17.4M in Q4 2021. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Spire Wealth Management reported no remaining Avantor position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 162 Avantor shares in Q2 2026, an estimated $1.27K.
  • Spire Wealth Management first reported a position in Avantor in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Avantor position peaked at $17.4M in Q4 2021.
  • 459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.