Wealth Enhancement Advisory Services
AVTR icon

Wealth Enhancement Advisory Services’s Avantor AVTR Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$2.57M Buy
195,171
+58,665
+43% +$787K ﹤0.01% 1511
2026
Q2 		$1.23M Buy
136,506
+110,051
+416% +$947K ﹤0.01% 1924
2026
Q1 		$209K Sell
26,455
-206
-0.8% -$2.03K ﹤0.01% 3099
2025
Q4 		$327K Buy
26,661
+7,127
+36% +$87.7K ﹤0.01% 2846
2025
Q3 		$263K Buy
19,534
+2,058
+12% +$26.5K ﹤0.01% 2896
2025
Q2 		$243K Buy
17,476
+239
+1% +$3.27K ﹤0.01% 2825
2025
Q1 		$279K Sell
17,237
-8,697
-34% -$165K ﹤0.01% 2509
2024
Q4 		$546K Sell
25,934
-2,078
-7% -$46.7K ﹤0.01% 1932
2024
Q3 		$725K Buy
28,012
+1,091
+4% +$26.8K ﹤0.01% 1589
2024
Q2 		$571K Buy
26,921
+733
+3% +$17.6K ﹤0.01% 1569
2024
Q1 		$670K Sell
26,188
-733
-3% -$17.4K ﹤0.01% 1425
2023
Q4 		$615K Buy
26,921
+3,220
+14% +$66K ﹤0.01% 1394
2023
Q3 		$500K Buy
+23,701
New +$504K ﹤0.01% 1423

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
New Mountain Capital
New Mountain Capital New York $211M AUM 20.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVTR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Avantor (AVTR) stake by 43% in Q3 2026, buying an estimated $787K and bringing the position to 195,171 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Wealth Enhancement Advisory Services first reported a position in AVTR in Q3 2023 and has held it in 13 quarters since. 393 funds tracked by Wall St. Rank hold AVTR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 195,171 shares of Avantor worth $2.57M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 58,665 Avantor shares in Q3 2026, an estimated $787K.
  • Avantor made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1511 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avantor in Q3 2023 and has held it in 13 quarters since.
  • 393 funds tracked by Wall St. Rank held Avantor as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.