EHWM
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Eads & Heald Wealth Management’s Avnet AVT Stock Holding History

Eads & Heald 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
2026
Q2 		$610K Sell
6,867
-590
-8% -$48.2K 0.3% 96
2026
Q1 		$460K Buy
7,457
+655
+10% +$39K 0.23% 114
2025
Q4 		$327K Sell
6,802
-4,050
-37% -$199K 0.16% 123
2025
Q3 		$567K Sell
10,852
-1,155
-10% -$62.1K 0.27% 107
2025
Q2 		$637K Buy
12,007
+1,083
+10% +$53.8K 0.31% 104
2025
Q1 		$525K Buy
10,924
+1,168
+12% +$59.1K 0.27% 113
2024
Q4 		$510K Sell
9,756
-1,371
-12% -$74.4K 0.25% 110
2024
Q3 		$604K Buy
11,127
+3,703
+50% +$195K 0.29% 108
2024
Q2 		$382K Buy
7,424
+2,612
+54% +$134K 0.18% 115
2024
Q1 		$239K Buy
+4,812
New +$225K 0.11% 133

Other funds holding AVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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

Eads & Heald Wealth Management's AVT Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its Avnet (AVT) stake by 7.9% in Q2 2026, selling an estimated $48.2K and leaving 6,867 shares worth $610K. The position accounts for 0.3% of the portfolio, ranked #96.

Eads & Heald Wealth Management first reported a position in AVT in Q1 2024 and has held it in 10 quarters since. The position peaked at $637K in Q2 2025. 507 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • Eads & Heald Wealth Management held 6,867 shares of Avnet worth $610K as of Q2 2026.
  • Eads & Heald Wealth Management sold 590 Avnet shares in Q2 2026, an estimated $48.2K.
  • Avnet made up 0.3% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Eads & Heald Wealth Management first reported a position in Avnet in Q1 2024 and has held it in 10 quarters since.
  • Eads & Heald Wealth Management's Avnet position peaked at $637K in Q2 2025.
  • 507 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.