Advisory Services Network’s AvePoint AVPT Stock Holding History

Advisory Services Network’s Portfolio AVPT Stock Details AVPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,282	Closed	-$12.2K	–	2346
2026 Q1	$12.2K	Buy	+1,282	New	+$14.4K	﹤0.01%	3463
2025 Q4	–	Sell	-1,271	Closed	-$19.1K	–	1989
2025 Q3	$19.1K	Buy	+1,271	New	+$21.3K	﹤0.01%	2973
2024 Q1	–	Sell	-1,920	Closed	-$15.8K	–	1618
2023 Q4	$15.8K	Buy	+1,920	New	+$15K	﹤0.01%	2653
2023 Q2	–	Sell	-1,920	Closed	-$7.91K	–	1602
2023 Q1	$7.91K	Hold	1,920	–	–	﹤0.01%	2970
2022 Q4	$7.89K	Buy	+1,920	New	+$8.22K	﹤0.01%	2946
2021 Q3	–	Sell	-170	Closed	-$2K	–	1527
2021 Q2	$2K	Buy	+170	New	+$1.86K	﹤0.01%	3289
2021 Q1	–	Sell	-70	Closed	-$1K	–	1403
2020 Q4	$1K	Buy	+70	New	+$838	﹤0.01%	3108

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Advisory Services Network's AVPT Position: Q2 2026 in Review

Advisory Services Network sold out of AvePoint (AVPT) in Q2 2026, closing a stake of 1,282 shares — an estimated $12.2K sold.

Advisory Services Network first reported a position in AVPT in Q4 2020 and held it in 7 quarters. The position peaked at $19.1K in Q3 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Advisory Services Network reported no remaining AvePoint position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,282 AvePoint shares in Q2 2026, an estimated $12.2K.
Advisory Services Network first reported a position in AvePoint in Q4 2020 and held it in 7 quarters.
Advisory Services Network's AvePoint position peaked at $19.1K in Q3 2025.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.