Elevation Wealth Partners
AVT icon

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
Q3 		$66.6K Hold
666
– – 0.02% 300
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

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Geode Capital Management
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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Elevation Wealth Partners's AVT Position: Q3 2026 in Review

Elevation Wealth Partners held its Avnet (AVT) position steady in Q3 2026 at 666 shares worth $66.6K. The position accounts for 0.02% of the portfolio, ranked #300.

Elevation Wealth Partners first reported a position in AVT in Q3 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold AVT as of Q3 2026.

  • Elevation Wealth Partners held 666 shares of Avnet worth $66.6K as of Q3 2026.
  • Elevation Wealth Partners left its Avnet share count unchanged in Q3 2026.
  • Avnet made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #300 holding.
  • Elevation Wealth Partners first reported a position in Avnet in Q3 2025 and has held it in 5 quarters since.
  • 257 funds tracked by Wall St. Rank held Avnet as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.