Arkadios Wealth Advisors’s Avnet AVT Stock Holding History

Arkadios Wealth Advisors’s Portfolio AVT Stock Details AVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258K	Buy	+4,187	New	+$249K	﹤0.01%	1434
2025 Q4	–	Sell	-6,996	Closed	-$366K	–	1571
2025 Q3	$366K	Buy	6,996 +165	+2%	+$8.88K	0.01%	1080
2025 Q2	$363K	Buy	+6,831	New	+$339K	0.01%	977
2021 Q4	–	Sell	-150	Closed	-$5K	–	664
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	1579
2021 Q2	$6K	Buy	+150	New	+$6.46K	﹤0.01%	1654
2020 Q1	–	Sell	-70	Closed	-$2.57K	–	1212
2019 Q4	$2.57K	Buy	+70	New	+$2.88K	﹤0.01%	792

Other funds holding AVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arkadios Wealth Advisors's AVT Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Avnet (AVT) in Q1 2026: 4,187 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in AVT as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in AVT in Q4 2019 and has held it in 6 quarters since. The position peaked at $366K in Q3 2025. 442 funds tracked by Wall St. Rank hold AVT as of Q1 2026.

Arkadios Wealth Advisors held 4,187 shares of Avnet worth $258K as of Q1 2026.
Avnet was a new Arkadios Wealth Advisors position in Q1 2026.
Avnet made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1434 holding.
Arkadios Wealth Advisors first reported a position in Avnet in Q4 2019 and has held it in 6 quarters since.
Arkadios Wealth Advisors's Avnet position peaked at $366K in Q3 2025.
442 funds tracked by Wall St. Rank held Avnet as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.