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Congress Wealth Management’s Avnet AVT Stock Holding History

Congress Wealth Management’s Portfolio AVT Stock Details AVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.85M Buy
91,281
+43,625
+92% +$2.17M 0.05% 390
2025
Q1 		$2.29M Buy
47,656
+6,446
+16% +$326K 0.03% 463
2024
Q4 		$2.16M Sell
41,210
-32,660
-44% -$1.77M 0.03% 402
2024
Q3 		$4.01M Buy
73,870
+28,350
+62% +$1.49M 0.05% 326
2024
Q2 		$2.34M Buy
+45,520
New +$2.33M 0.04% 333

Other funds holding AVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Congress Wealth Management's AVT Position: Q2 2025 in Review

Congress Wealth Management increased its Avnet (AVT) stake by 92% in Q2 2025, buying an estimated $2.17M and bringing the position to 91,281 shares worth $4.85M. The position accounts for 0.05% of the portfolio, ranked #390.

Congress Wealth Management first reported a position in AVT in Q2 2024 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold AVT as of Q2 2025.

  • Congress Wealth Management held 91,281 shares of Avnet worth $4.85M as of Q2 2025.
  • Congress Wealth Management bought 43,625 Avnet shares in Q2 2025, an estimated $2.17M.
  • Avnet made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #390 holding.
  • Congress Wealth Management first reported a position in Avnet in Q2 2024 and has held it in 5 quarters since.
  • 393 funds tracked by Wall St. Rank held Avnet as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.