Planning Strategies Inc.’s Avantor AVTR Stock Holding History

Planning Strategies Inc.’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	$1.42K	Buy	+143	New	+$1.23K	﹤0.01%	671

Other funds holding AVTR

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Agman Capital Omaha, Nebraska $159M AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s AVTR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Avantor (AVTR) in Q2 2026: 143 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings.

112 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

Planning Strategies Inc. held 143 shares of Avantor worth $1.42K as of Q2 2026.
Avantor was a new Planning Strategies Inc. position in Q2 2026.
Avantor made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #671 holding.
112 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.