ZIG
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Zuckerman Investment Group’s Avantor AVTR Stock Holding History

Zuckerman Investment Group’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 		$270K Sell
27,223
-10,274
-27% -$88.4K 0.02% 126
2026
Q1 		$294K Sell
37,497
-1,712,072
-98% -$16.8M 0.03% 117
2025
Q4 		$20.1M Buy
1,749,569
+26,047
+2% +$321K 1.79% 22
2025
Q3 		$21.5M Sell
1,723,522
-60,904
-3% -$785K 1.99% 18
2025
Q2 		$24M Buy
1,784,426
+512,325
+40% +$7.01M 2.33% 13
2025
Q1 		$20.6M Buy
1,272,101
+166,269
+15% +$3.15M 2.21% 19
2024
Q4 		$24.2M Buy
1,105,832
+170,592
+18% +$3.84M 2.32% 14
2024
Q3 		$24.2M Buy
935,240
+16,993
+2% +$417K 2.49% 14
2024
Q2 		$19.5M Buy
918,247
+21,537
+2% +$519K 2.25% 15
2024
Q1 		$22.9M Buy
896,710
+23,424
+3% +$557K 2.6% 10
2023
Q4 		$19.9M Buy
873,286
+243,633
+39% +$4.99M 2.57% 11
2023
Q3 		$13.3M Buy
629,653
+9,244
+1% +$197K 1.9% 24
2023
Q2 		$12.7M Buy
620,409
+3,190
+0.5% +$64.5K 1.82% 22
2023
Q1 		$13M Buy
617,219
+122,363
+25% +$2.79M 1.98% 21
2022
Q4 		$10.4M Buy
494,856
+21,044
+4% +$436K 1.65% 25
2022
Q3 		$9.29M Buy
+473,812
New +$12.7M 1.74% 25

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 $3.37T AUM 44.26% 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

Zuckerman Investment Group's AVTR Position: Q2 2026 in Review

Zuckerman Investment Group reduced its Avantor (AVTR) stake by 27% in Q2 2026, selling an estimated $88.4K and leaving 27,223 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #126.

Zuckerman Investment Group first reported a position in AVTR in Q3 2022 and has held it in 16 quarters since. The position peaked at $24.2M in Q3 2024. 460 funds tracked by Wall St. Rank hold AVTR as of Q2 2026.

  • Zuckerman Investment Group held 27,223 shares of Avantor worth $270K as of Q2 2026.
  • Zuckerman Investment Group sold 10,274 Avantor shares in Q2 2026, an estimated $88.4K.
  • Avantor made up 0.02% of Zuckerman Investment Group's portfolio in Q2 2026, its #126 holding.
  • Zuckerman Investment Group first reported a position in Avantor in Q3 2022 and has held it in 16 quarters since.
  • Zuckerman Investment Group's Avantor position peaked at $24.2M in Q3 2024.
  • 460 funds tracked by Wall St. Rank held Avantor as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.