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Clearstead Advisors’s AvePoint AVPT Stock Holding History

Clearstead 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 		$405 Buy
+36
New +$370 ﹤0.01% 2987
2026
Q1 		– Sell
-6
Closed -$84 – 2303
2025
Q4 		$84 Sell
6
-73
-92% -$1.01K ﹤0.01% 2543
2025
Q3 		$1.19K Sell
79
-312
-80% -$5.24K ﹤0.01% 2584
2025
Q2 		$7.55K Buy
+391
New +$6.78K ﹤0.01% 1983

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

Clearstead Advisors's AVPT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in AvePoint (AVPT) in Q2 2026: 36 shares worth $405. The stake represents ﹤0.01% of the portfolio and ranks #2987 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AVPT as recently as Q4 2025.

Clearstead Advisors first reported a position in AVPT in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.55K in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Clearstead Advisors held 36 shares of AvePoint worth $405 as of Q2 2026.
  • AvePoint was a new Clearstead Advisors position in Q2 2026.
  • AvePoint made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2987 holding.
  • Clearstead Advisors first reported a position in AvePoint in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's AvePoint position peaked at $7.55K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.