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Elevation Wealth Partners’s Avnet AVT Stock Holding History

Elevation Wealth Partners’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 		$59.2K Buy
666
+185
+38% +$15.1K 0.02% 269
2026
Q1 		$29.6K Hold
481
– – 0.01% 310
2025
Q4 		$23.1K Buy
481
+455
+1,750% +$22.4K 0.01% 340
2025
Q3 		$1.36K Buy
+26
New +$1.4K ﹤0.01% 713

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

Elevation Wealth Partners's AVT Position: Q2 2026 in Review

Elevation Wealth Partners increased its Avnet (AVT) stake by 38% in Q2 2026, buying an estimated $15.1K and bringing the position to 666 shares worth $59.2K. The position accounts for 0.02% of the portfolio, ranked #269.

Elevation Wealth Partners first reported a position in AVT in Q3 2025 and has held it in 4 quarters since. 507 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • Elevation Wealth Partners held 666 shares of Avnet worth $59.2K as of Q2 2026.
  • Elevation Wealth Partners bought 185 Avnet shares in Q2 2026, an estimated $15.1K.
  • Avnet made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #269 holding.
  • Elevation Wealth Partners first reported a position in Avnet in Q3 2025 and has held it in 4 quarters since.
  • 507 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.