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Basecamp Wealth Advisors’s AvePoint AVPT Stock Holding History

Basecamp Wealth Advisors’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 		$2.39K Buy
213
+49
+30% +$504 ﹤0.01% 1327
2026
Q1 		$1.56K Hold
164
– – ﹤0.01% 1455
2025
Q4 		$2.28K Buy
+164
New +$2.27K ﹤0.01% 1322

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

Basecamp Wealth Advisors's AVPT Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its AvePoint (AVPT) stake by 30% in Q2 2026, buying an estimated $504 and bringing the position to 213 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Basecamp Wealth Advisors first reported a position in AVPT in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Basecamp Wealth Advisors held 213 shares of AvePoint worth $2.39K as of Q2 2026.
  • Basecamp Wealth Advisors bought 49 AvePoint shares in Q2 2026, an estimated $504.
  • AvePoint made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1327 holding.
  • Basecamp Wealth Advisors first reported a position in AvePoint in Q4 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.