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Summit Securities Group’s Avantor AVTR Stock Holding History

Summit Securities Group’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 		– Sell
-25,000
Closed -$287K – 1053
2025
Q4 		$287K Buy
+25,000
New +$308K 0.04% 270
2023
Q4 		– Sell
-75
Closed -$2K – 667
2023
Q3 		$2K Buy
+75
New +$1.59K ﹤0.01% 506
2020
Q1 		– Sell
-32,301
Closed -$586K – 295
2019
Q4 		$586K Buy
+32,301
New +$514K 0.04% 267

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

Summit Securities Group's AVTR Position: Q1 2026 in Review

Summit Securities Group sold out of Avantor (AVTR) in Q1 2026, closing a stake of 25,000 shares — an estimated $287K sold.

Summit Securities Group first reported a position in AVTR in Q4 2019 and held it in 3 quarters. The position peaked at $586K in Q4 2019. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Summit Securities Group reported no remaining Avantor position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 25,000 Avantor shares in Q1 2026, an estimated $287K.
  • Summit Securities Group first reported a position in Avantor in Q4 2019 and held it in 3 quarters.
  • Summit Securities Group's Avantor position peaked at $586K in Q4 2019.
  • 429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.