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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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's AVTR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Avantor (AVTR) in Q1 2026: 260 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #1708 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AVTR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AVTR in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.06K in Q2 2025. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 260 shares of Avantor worth $2.04K as of Q1 2026.
  • Avantor was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Avantor made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1708 holding.
  • Twin Peaks Wealth Advisors first reported a position in Avantor in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Avantor position peaked at $3.06K in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.