SVB Wealth’s Avantor AVTR Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-142	Closed	-$2.3K	–	587
2025 Q1	$2.3K	Buy	+142	New	+$2.69K	﹤0.01%	1204

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

NMC

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

SVB Wealth's AVTR Position: Q2 2025 in Review

SVB Wealth sold out of Avantor (AVTR) in Q2 2025, closing a stake of 142 shares — an estimated $2.3K sold.

SVB Wealth first reported a position in AVTR in Q1 2025 and held it in 1 quarter. The position peaked at $2.3K in Q1 2025. 505 funds tracked by Wall St. Rank hold AVTR as of Q2 2025.

SVB Wealth reported no remaining Avantor position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 142 Avantor shares in Q2 2025, an estimated $2.3K.
SVB Wealth first reported a position in Avantor in Q1 2025 and held it in 1 quarter.
SVB Wealth's Avantor position peaked at $2.3K in Q1 2025.
505 funds tracked by Wall St. Rank held Avantor as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.