BIA
AVPT icon

Bell Investment Advisors’s AvePoint AVPT Stock Holding History

Bell Investment 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 		$6.53K Buy
+582
New +$5.99K ﹤0.01% 868
2025
Q3 		– Sell
-119
Closed -$2.3K – 1884
2025
Q2 		$2.3K Buy
119
+34
+40% +$590 ﹤0.01% 1321
2025
Q1 		$1.23K Buy
85
+29
+52% +$487 ﹤0.01% 1485
2024
Q4 		$925 Buy
+56
New +$851 ﹤0.01% 1611

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 $3.38T AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Bell Investment Advisors's AVPT Position: Q2 2026 in Review

Bell Investment Advisors opened a new position in AvePoint (AVPT) in Q2 2026: 582 shares worth $6.53K. The stake represents ﹤0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in AVPT as recently as Q2 2025.

Bell Investment Advisors first reported a position in AVPT in Q4 2024 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Bell Investment Advisors held 582 shares of AvePoint worth $6.53K as of Q2 2026.
  • AvePoint was a new Bell Investment Advisors position in Q2 2026.
  • AvePoint made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #868 holding.
  • Bell Investment Advisors first reported a position in AvePoint in Q4 2024 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.