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True Wealth Design’s Avantor AVTR Stock Holding History

True Wealth Design’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 		$7.5K Buy
758
+203
+37% +$1.75K ﹤0.01% 1172
2026
Q1 		$4.35K Buy
555
+498
+874% +$4.9K ﹤0.01% 1254
2025
Q4 		$654 Sell
57
-342
-86% -$4.21K ﹤0.01% 1863
2025
Q3 		$4.98K Buy
399
+215
+117% +$2.77K ﹤0.01% 1082
2025
Q2 		$2.48K Buy
184
+53
+40% +$725 ﹤0.01% 1092
2025
Q1 		$2.12K Buy
131
+94
+254% +$1.78K ﹤0.01% 990
2024
Q4 		$780 Sell
37
-5
-12% -$112 ﹤0.01% 1001
2024
Q3 		$1.09K Buy
42
+4
+11% +$98 ﹤0.01% 952
2024
Q2 		$806 Buy
38
+14
+58% +$337 ﹤0.01% 558
2024
Q1 		$614 Buy
24
+17
+243% +$404 ﹤0.01% 585
2023
Q4 		$160 Hold
7
– – ﹤0.01% 708
2023
Q3 		$148 Hold
7
– – ﹤0.01% 681
2023
Q2 		$144 Hold
7
– – ﹤0.01% 696
2023
Q1 		$148 Hold
7
– – ﹤0.01% 765
2022
Q4 		$148 Buy
+7
New +$145 ﹤0.01% 704

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

True Wealth Design's AVTR Position: Q2 2026 in Review

True Wealth Design increased its Avantor (AVTR) stake by 37% in Q2 2026, buying an estimated $1.75K and bringing the position to 758 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

True Wealth Design first reported a position in AVTR in Q4 2022 and has held it in 15 quarters since. 459 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • True Wealth Design held 758 shares of Avantor worth $7.5K as of Q2 2026.
  • True Wealth Design bought 203 Avantor shares in Q2 2026, an estimated $1.75K.
  • Avantor made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1172 holding.
  • True Wealth Design first reported a position in Avantor in Q4 2022 and has held it in 15 quarters since.
  • 459 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.