Avior Wealth Management’s Wipro WIT Stock Holding History

Avior Wealth Management’s Portfolio WIT Stock Details WIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-102,909	Closed	-$218K	–	894
2026 Q1	$218K	Buy	102,909 +48,194	+88%	+$117K	0.01%	779
2025 Q4	$155K	Buy	54,715 +278	+0.5%	+$759	﹤0.01%	729
2025 Q3	$143K	Buy	54,437 +619	+1%	+$1.74K	﹤0.01%	703
2025 Q2	$163K	Buy	53,818 +934	+2%	+$2.71K	0.01%	671
2025 Q1	$162K	Sell	52,884 -17,502	-25%	-$59.7K	0.01%	678
2024 Q4	$249K	Sell	70,386 -9,614	-12%	-$32.9K	0.01%	640
2024 Q3	$259K	Sell	80,000 -910	-1%	-$2.85K	0.01%	629
2024 Q2	$247K	Buy	80,910 +682	+0.9%	+$1.88K	0.01%	619
2024 Q1	$231K	Buy	+80,228	New	+$237K	0.01%	671

Other funds holding WIT

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return