Sunrise Financial Services’s Avantor AVTR Stock Holding History

Sunrise Financial Services’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	–	Sell	-10	Closed	-$78	–	592
2026 Q1	$78	Buy	+10	New	+$98	﹤0.01%	612

Other funds holding AVTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

NMC

New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return

Sunrise Financial Services's AVTR Position: Q2 2026 in Review

Sunrise Financial Services sold out of Avantor (AVTR) in Q2 2026, closing a stake of 10 shares — an estimated $78 sold.

Sunrise Financial Services first reported a position in AVTR in Q1 2026 and held it in 1 quarter. The position peaked at $78 in Q1 2026. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

Sunrise Financial Services reported no remaining Avantor position as of Q2 2026 after selling out during the quarter.
Sunrise Financial Services sold 10 Avantor shares in Q2 2026, an estimated $78.
Sunrise Financial Services first reported a position in Avantor in Q1 2026 and held it in 1 quarter.
Sunrise Financial Services's Avantor position peaked at $78 in Q1 2026.
459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.