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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
-500,000
Closed -$5.73M – 1054
2025
Q4 		$5.73M Buy
+500,000
New +$6.15M 0.75% 28
2020
Q1 		– Sell
-500
Closed -$908K – 296
2019
Q4 		$908K Buy
+500
New +$7.96K 0.07% 225

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

Summit Securities Group's AVTR Position: Q2 2026 in Review

Summit Securities Group opened a new position in Avantor (AVTR) in Q2 2026: 6,467 shares worth $64K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AVTR as recently as Q4 2025.

Summit Securities Group first reported a position in AVTR in Q4 2019 and has held it in 4 quarters since. The position peaked at $586K in Q4 2019. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Summit Securities Group held 6,467 shares of Avantor worth $64K as of Q2 2026.
  • Avantor was a new Summit Securities Group position in Q2 2026.
  • Avantor made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #534 holding.
  • Summit Securities Group first reported a position in Avantor in Q4 2019 and has held it in 4 quarters since.
  • Summit Securities Group's Avantor position peaked at $586K in Q4 2019.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.