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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zuckerman Investment Group's AVTR Position: Q1 2026 in Review

Zuckerman Investment Group reduced its Avantor (AVTR) stake by 98% in Q1 2026, selling an estimated $16.8M and leaving 37,497 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #117.

Zuckerman Investment Group first reported a position in AVTR in Q3 2022 and has held it in 15 quarters since. The position peaked at $24.2M in Q3 2024. 429 funds tracked by Wall St. Rank hold AVTR as of Q1 2026.

  • Zuckerman Investment Group held 37,497 shares of Avantor worth $294K as of Q1 2026.
  • Zuckerman Investment Group sold 1,712,072 Avantor shares in Q1 2026, an estimated $16.8M.
  • Avantor made up 0.03% of Zuckerman Investment Group's portfolio in Q1 2026, its #117 holding.
  • Zuckerman Investment Group first reported a position in Avantor in Q3 2022 and has held it in 15 quarters since.
  • Zuckerman Investment Group's Avantor position peaked at $24.2M in Q3 2024.
  • 429 funds tracked by Wall St. Rank held Avantor as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.