Angeles Wealth Management’s AvePoint AVPT Stock Holding History

Angeles Wealth Management’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	$2.1M	Hold	187,493	–	–	0.1%	90
2026 Q1	$1.78M	Buy	+187,493	New	+$2.11M	0.1%	84

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

Angeles Wealth Management's AVPT Position: Q2 2026 in Review

Angeles Wealth Management held its AvePoint (AVPT) position steady in Q2 2026 at 187,493 shares worth $2.1M. The position accounts for 0.1% of the portfolio, ranked #90.

Angeles Wealth Management first reported a position in AVPT in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Angeles Wealth Management held 187,493 shares of AvePoint worth $2.1M as of Q2 2026.
Angeles Wealth Management left its AvePoint share count unchanged in Q2 2026.
AvePoint made up 0.1% of Angeles Wealth Management's portfolio in Q2 2026, its #90 holding.
Angeles Wealth Management first reported a position in AvePoint in Q1 2026 and has held it in 2 quarters since.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.