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Steward Partners Investment Advisory’s Avantor AVTR Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$5.25K Sell
669
-14,399
-96% -$142K ﹤0.01% 3776
2025
Q4 		$173K Sell
15,068
-3,156
-17% -$38.8K ﹤0.01% 1993
2025
Q3 		$227K Buy
18,224
+796
+5% +$10.3K ﹤0.01% 1805
2025
Q2 		$235K Buy
17,428
+3,832
+28% +$52.4K ﹤0.01% 1683
2025
Q1 		$220K Buy
13,596
+5,290
+64% +$100K ﹤0.01% 1598
2024
Q4 		$175K Sell
8,306
-383
-4% -$8.61K ﹤0.01% 1692
2024
Q3 		$225K Buy
8,689
+7,652
+738% +$188K ﹤0.01% 1477
2024
Q2 		$22K Buy
1,037
+141
+16% +$3.4K ﹤0.01% 2491
2024
Q1 		$22.9K Buy
896
+751
+518% +$17.9K ﹤0.01% 2468
2023
Q4 		$3.31K Hold
145
– – ﹤0.01% 3105
2023
Q3 		$3.06K Hold
145
– – ﹤0.01% 2981
2023
Q2 		$2.98K Hold
145
– – ﹤0.01% 2946
2023
Q1 		$3.06K Hold
145
– – ﹤0.01% 2933
2022
Q4 		$3.06K Sell
145
-1,007
-87% -$20.8K ﹤0.01% 2921
2022
Q3 		$23K Sell
1,152
-39
-3% -$1.04K ﹤0.01% 2158
2022
Q2 		$37K Sell
1,191
-98
-8% -$3.06K ﹤0.01% 1941
2022
Q1 		$44K Buy
1,289
+137
+12% +$4.89K ﹤0.01% 1974
2021
Q4 		$49K Hold
1,152
– – ﹤0.01% 1918
2021
Q3 		$47K Sell
1,152
-533
-32% -$20.8K ﹤0.01% 1924
2021
Q2 		$60K Buy
1,685
+626
+59% +$20.2K ﹤0.01% 2948
2021
Q1 		$30.6K Buy
1,059
+519
+96% +$15K ﹤0.01% 2251
2020
Q4 		$15K Buy
+540
New +$13.9K ﹤0.01% 2149

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Partners Investment Advisory's AVTR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Avantor (AVTR) stake by 96% in Q1 2026, selling an estimated $142K and leaving 669 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3776.

Steward Partners Investment Advisory first reported a position in AVTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $235K in Q2 2025. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Steward Partners Investment Advisory held 669 shares of Avantor worth $5.25K as of Q1 2026.
  • Steward Partners Investment Advisory sold 14,399 Avantor shares in Q1 2026, an estimated $142K.
  • Avantor made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3776 holding.
  • Steward Partners Investment Advisory first reported a position in Avantor in Q4 2020 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's Avantor position peaked at $235K in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.