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United Capital Financial Advisors’s Avantor AVTR Stock Holding History

United Capital Financial 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 		$249K Buy
25,124
+6,633
+36% +$57.1K ﹤0.01% 1450
2026
Q1 		$145K Buy
+18,491
New +$182K ﹤0.01% 1576
2024
Q1 		– Sell
-148,137
Closed -$3.38M – 1081
2023
Q4 		$3.38M Sell
148,137
-102,787
-41% -$2.11M 0.03% 336
2023
Q3 		$5.29M Sell
250,924
-31,787
-11% -$676K 0.03% 291
2023
Q2 		$5.81M Sell
282,711
-19,485
-6% -$394K 0.03% 294
2023
Q1 		$6.39M Buy
302,196
+154,018
+104% +$3.51M 0.04% 294
2022
Q4 		$3.13M Sell
148,178
-139,891
-49% -$2.9M 0.02% 396
2022
Q3 		$5.65M Sell
288,069
-94,766
-25% -$2.54M 0.03% 311
2022
Q2 		$11.9M Sell
382,835
-25,611
-6% -$799K 0.07% 236
2022
Q1 		$13.8M Buy
+408,446
New +$14.6M 0.07% 237

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's AVTR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Avantor (AVTR) stake by 36% in Q2 2026, buying an estimated $57.1K and bringing the position to 25,124 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

United Capital Financial Advisors first reported a position in AVTR in Q1 2022 and has held it in 10 quarters since. The position peaked at $13.8M in Q1 2022. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • United Capital Financial Advisors held 25,124 shares of Avantor worth $249K as of Q2 2026.
  • United Capital Financial Advisors bought 6,633 Avantor shares in Q2 2026, an estimated $57.1K.
  • Avantor made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1450 holding.
  • United Capital Financial Advisors first reported a position in Avantor in Q1 2022 and has held it in 10 quarters since.
  • United Capital Financial Advisors's Avantor position peaked at $13.8M in Q1 2022.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.