TPWA
AVTR icon

Twin Peaks Wealth Advisors’s Avantor AVTR Stock Holding History

Twin Peaks Wealth Advisors’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
-260
Closed -$2.04K – 398
2026
Q1 		$2.04K Buy
+260
New +$2.56K ﹤0.01% 1708
2025
Q3 		– Sell
-242
Closed -$3.06K – 331
2025
Q2 		$3.06K Buy
+242
New +$3.31K ﹤0.01% 1500

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

Twin Peaks Wealth Advisors's AVTR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Avantor (AVTR) in Q2 2026, closing a stake of 260 shares — an estimated $2.04K sold.

Twin Peaks Wealth Advisors first reported a position in AVTR in Q2 2025 and held it in 2 quarters. The position peaked at $3.06K in Q2 2025. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Avantor position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 260 Avantor shares in Q2 2026, an estimated $2.04K.
  • Twin Peaks Wealth Advisors first reported a position in Avantor in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Avantor position peaked at $3.06K in Q2 2025.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.