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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
Q2 		$4.73K Sell
478
-191
-29% -$1.64K ﹤0.01% 3998
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 $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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's AVTR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Avantor (AVTR) stake by 29% in Q2 2026, selling an estimated $1.64K and leaving 478 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3998.

Steward Partners Investment Advisory first reported a position in AVTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $235K in Q2 2025. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Steward Partners Investment Advisory held 478 shares of Avantor worth $4.73K as of Q2 2026.
  • Steward Partners Investment Advisory sold 191 Avantor shares in Q2 2026, an estimated $1.64K.
  • Avantor made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3998 holding.
  • Steward Partners Investment Advisory first reported a position in Avantor in Q4 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's Avantor position peaked at $235K in Q2 2025.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.