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Wealthspire Advisors (New York)’s Avantor AVTR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-927
Closed -$11.6K – 1188
2025
Q3 		$11.6K Buy
+927
New +$11.9K ﹤0.01% 1947

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s AVTR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Avantor (AVTR) in Q4 2025, closing a stake of 927 shares — an estimated $11.6K sold.

Wealthspire Advisors (New York) first reported a position in AVTR in Q3 2025 and held it in 1 quarter. The position peaked at $11.6K in Q3 2025. 420 funds tracked by Wall St. Rank hold AVTR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Avantor position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 927 Avantor shares in Q4 2025, an estimated $11.6K.
  • Wealthspire Advisors (New York) first reported a position in Avantor in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Avantor position peaked at $11.6K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Avantor as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.