Stifel Financial
AVTR icon

Stifel Financial’s Avantor AVTR Stock Holding History

Stifel Financial’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 		$80K Sell
10,205
-15,789
-61% -$155K ﹤0.01% 3553
2025
Q4 		$298K Sell
25,994
-2,014
-7% -$24.8K ﹤0.01% 3162
2025
Q3 		$349K Sell
28,008
-43,578
-61% -$561K ﹤0.01% 3020
2025
Q2 		$964K Buy
71,586
+32,804
+85% +$449K ﹤0.01% 2356
2025
Q1 		$629K Sell
38,782
-3,776
-9% -$71.5K ﹤0.01% 2533
2024
Q4 		$897K Sell
42,558
-8,290
-16% -$186K ﹤0.01% 2320
2024
Q3 		$1.32M Buy
50,848
+10,980
+28% +$270K ﹤0.01% 2043
2024
Q2 		$845K Sell
39,868
-1,082
-3% -$26.1K ﹤0.01% 2278
2024
Q1 		$1.05M Sell
40,950
-1,316
-3% -$31.3K ﹤0.01% 2157
2023
Q4 		$965K Buy
42,266
+325
+0.8% +$6.66K ﹤0.01% 2167
2023
Q3 		$884K Buy
41,941
+5,981
+17% +$127K ﹤0.01% 2123
2023
Q2 		$739K Sell
35,960
-5,271
-13% -$107K ﹤0.01% 2277
2023
Q1 		$872K Buy
41,231
+10,760
+35% +$245K ﹤0.01% 2150
2022
Q4 		$643K Buy
30,471
+11,002
+57% +$228K ﹤0.01% 2320
2022
Q3 		$381K Sell
19,469
-41,515
-68% -$1.11M ﹤0.01% 2593
2022
Q2 		$1.9M Sell
60,984
-54,539
-47% -$1.7M ﹤0.01% 1529
2022
Q1 		$3.91M Sell
115,523
-4,357
-4% -$155K 0.01% 1193
2021
Q4 		$5.05M Sell
119,880
-1,487
-1% -$58.6K 0.01% 1065
2021
Q3 		$4.96M Sell
121,367
-12,006
-9% -$469K 0.01% 1020
2021
Q2 		$4.74M Buy
133,373
+74,280
+126% +$2.4M 0.01% 1051
2021
Q1 		$1.71M Buy
59,093
+8,677
+17% +$250K ﹤0.01% 1606
2020
Q4 		$1.42M Buy
+50,416
New +$1.3M ﹤0.01% 1602
2020
Q1 		– Sell
-76,660
Closed -$1.39M – 2827
2019
Q4 		$1.39M Sell
76,660
-32,695
-30% -$520K ﹤0.01% 1586
2019
Q3 		$1.61M Buy
109,355
+18,537
+20% +$314K ﹤0.01% 1450
2019
Q2 		$1.74M Buy
+90,818
New +$1.62M ﹤0.01% 1448

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

Stifel Financial's AVTR Position: Q1 2026 in Review

Stifel Financial reduced its Avantor (AVTR) stake by 61% in Q1 2026, selling an estimated $155K and leaving 10,205 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #3553.

Stifel Financial first reported a position in AVTR in Q2 2019 and has held it in 25 quarters since. The position peaked at $5.05M in Q4 2021. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Stifel Financial held 10,205 shares of Avantor worth $80K as of Q1 2026.
  • Stifel Financial sold 15,789 Avantor shares in Q1 2026, an estimated $155K.
  • Avantor made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3553 holding.
  • Stifel Financial first reported a position in Avantor in Q2 2019 and has held it in 25 quarters since.
  • Stifel Financial's Avantor position peaked at $5.05M in Q4 2021.
  • 429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.