EWA
AVPT icon

EverSource Wealth Advisors’s AvePoint AVPT Stock Holding History

EverSource Wealth Advisors’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$190K Buy
16,955
+2,576
+18% +$26.5K 0.01% 1026
2026
Q1 		$137K Buy
14,379
+3,768
+36% +$42.4K ﹤0.01% 1249
2025
Q4 		$147K Buy
10,611
+1,551
+17% +$21.4K 0.01% 1109
2025
Q3 		$136K Buy
9,060
+3,718
+70% +$62.4K 0.01% 1107
2025
Q2 		$103K Buy
5,342
+5,256
+6,112% +$91.1K ﹤0.01% 1188
2025
Q1 		$1.24K Buy
86
+17
+25% +$286 ﹤0.01% 3148
2024
Q4 		$1.14K Buy
+69
New +$1.05K ﹤0.01% 2919

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

EverSource Wealth Advisors's AVPT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its AvePoint (AVPT) stake by 18% in Q2 2026, buying an estimated $26.5K and bringing the position to 16,955 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #1026.

EverSource Wealth Advisors first reported a position in AVPT in Q4 2024 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • EverSource Wealth Advisors held 16,955 shares of AvePoint worth $190K as of Q2 2026.
  • EverSource Wealth Advisors bought 2,576 AvePoint shares in Q2 2026, an estimated $26.5K.
  • AvePoint made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1026 holding.
  • EverSource Wealth Advisors first reported a position in AvePoint in Q4 2024 and has held it in 7 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.