EWA
AVT icon

EverSource Wealth Advisors’s Avnet AVT Stock Holding History

EverSource Wealth Advisors’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 		$108K Sell
1,222
-436
-26% -$35.7K ﹤0.01% 1336
2026
Q1 		$102K Buy
1,658
+466
+39% +$27.7K ﹤0.01% 1414
2025
Q4 		$57.3K Sell
1,192
-813
-41% -$40K ﹤0.01% 1655
2025
Q3 		$105K Buy
2,005
+87
+5% +$4.68K ﹤0.01% 1257
2025
Q2 		$102K Buy
1,918
+863
+82% +$42.9K ﹤0.01% 1192
2025
Q1 		$50.7K Buy
1,055
+98
+10% +$4.96K ﹤0.01% 1235
2024
Q4 		$50.1K Buy
957
+53
+6% +$2.88K ﹤0.01% 1189
2024
Q3 		$49.1K Sell
904
-1,120
-55% -$58.9K ﹤0.01% 1081
2024
Q2 		$109K Buy
2,024
+117
+6% +$5.99K 0.01% 761
2024
Q1 		$93.2K Buy
1,907
+42
+2% +$1.97K 0.01% 734
2023
Q4 		$94K Buy
1,865
+81
+5% +$3.85K 0.01% 662
2023
Q3 		$86K Sell
1,784
-27
-1% -$1.3K 0.01% 624
2023
Q2 		$91.4K Sell
1,811
-314
-15% -$13.8K 0.01% 614
2023
Q1 		$96K Buy
2,125
+6
+0.3% +$267 0.01% 553
2022
Q4 		$88.1K Buy
2,119
+434
+26% +$18K 0.01% 547
2022
Q3 		$61K Buy
1,685
+309
+22% +$13.3K 0.01% 580
2022
Q2 		$59K Buy
+1,376
New +$60K 0.02% 567

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 $3.38T AUM 44.17% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Avnet (AVT) stake by 26% in Q2 2026, selling an estimated $35.7K and leaving 1,222 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

EverSource Wealth Advisors first reported a position in AVT in Q2 2022 and has held it in 17 quarters since. The position peaked at $109K in Q2 2024. 507 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • EverSource Wealth Advisors held 1,222 shares of Avnet worth $108K as of Q2 2026.
  • EverSource Wealth Advisors sold 436 Avnet shares in Q2 2026, an estimated $35.7K.
  • Avnet made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1336 holding.
  • EverSource Wealth Advisors first reported a position in Avnet in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Avnet position peaked at $109K in Q2 2024.
  • 507 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

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