AAS
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Avantax Advisory Services’s Avnet AVT Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$298K Sell
5,622
-157
-3% -$7.8K ﹤0.01% 1910
2025
Q1 		$278K Buy
5,779
+36
+0.6% +$1.82K ﹤0.01% 1888
2024
Q4 		$300K Buy
+5,743
New +$311K ﹤0.01% 1777

Other funds holding AVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avantax Advisory Services's AVT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Avnet (AVT) stake by 2.7% in Q2 2025, selling an estimated $7.8K and leaving 5,622 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Avantax Advisory Services first reported a position in AVT in Q4 2024 and has held it in 3 quarters since. The position peaked at $300K in Q4 2024. 393 funds tracked by Wall St. Rank hold AVT as of Q2 2025.

  • Avantax Advisory Services held 5,622 shares of Avnet worth $298K as of Q2 2025.
  • Avantax Advisory Services sold 157 Avnet shares in Q2 2025, an estimated $7.8K.
  • Avnet made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1910 holding.
  • Avantax Advisory Services first reported a position in Avnet in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Avnet position peaked at $300K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Avnet as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.