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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eads & Heald Wealth Management's AVT Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its Avnet (AVT) stake by 9.6% in Q1 2026, buying an estimated $39K and bringing the position to 7,457 shares worth $460K. The position accounts for 0.23% of the portfolio, ranked #114.

Eads & Heald Wealth Management first reported a position in AVT in Q1 2024 and has held it in 9 quarters since. The position peaked at $637K in Q2 2025. 442 funds tracked by Wall St. Rank hold AVT as of Q1 2026.

Eads & Heald Wealth Management held 7,457 shares of Avnet worth $460K as of Q1 2026.
Eads & Heald Wealth Management bought 655 Avnet shares in Q1 2026, an estimated $39K.
Avnet made up 0.23% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #114 holding.
Eads & Heald Wealth Management first reported a position in Avnet in Q1 2024 and has held it in 9 quarters since.
Eads & Heald Wealth Management's Avnet position peaked at $637K in Q2 2025.
442 funds tracked by Wall St. Rank held Avnet as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.