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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Capital Financial Advisors's AVTR Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Avantor (AVTR) in Q1 2026: 18,491 shares worth $145K. The stake represents ﹤0.01% of the portfolio and ranks #1576 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in AVTR as recently as Q4 2023.

United Capital Financial Advisors first reported a position in AVTR in Q1 2022 and has held it in 9 quarters since. The position peaked at $13.8M in Q1 2022. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

United Capital Financial Advisors held 18,491 shares of Avantor worth $145K as of Q1 2026.
Avantor was a new United Capital Financial Advisors position in Q1 2026.
Avantor made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1576 holding.
United Capital Financial Advisors first reported a position in Avantor in Q1 2022 and has held it in 9 quarters since.
United Capital Financial Advisors's Avantor position peaked at $13.8M in Q1 2022.
429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.