Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$215K Sell
2,419
-1,036
-30% -$84.7K 0.2% 154
2026
Q1
$213K Sell
3,455
-3,059
-47% -$182K 0.24% 101
2025
Q4
$313K Sell
6,514
-2,324
-26% -$114K 0.23% 117
2025
Q3
$462K Sell
8,838
-14,679
-62% -$790K 0.22% 163
2025
Q2
$1.25M Sell
23,517
-3,730
-14% -$185K 0.55% 11
2025
Q1
$1.31M Buy
27,247
+20,340
+294% +$1.03M 0.57% 10
2024
Q4
$361K Buy
+6,907
New +$375K 0.45% 17

Other funds holding AVT

Bayforest Capital's AVT Position: Q2 2026 in Review

Bayforest Capital reduced its Avnet (AVT) stake by 30% in Q2 2026, selling an estimated $84.7K and leaving 2,419 shares worth $215K. The position accounts for 0.2% of the portfolio, ranked #154.

Bayforest Capital first reported a position in AVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2025. 506 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • Bayforest Capital held 2,419 shares of Avnet worth $215K as of Q2 2026.
  • Bayforest Capital sold 1,036 Avnet shares in Q2 2026, an estimated $84.7K.
  • Avnet made up 0.2% of Bayforest Capital's portfolio in Q2 2026, its #154 holding.
  • Bayforest Capital first reported a position in Avnet in Q4 2024 and has held it in 7 quarters since.
  • Bayforest Capital's Avnet position peaked at $1.31M in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.