Focus Partners Wealth
AVPT icon

Focus Partners Wealth’s AvePoint AVPT Stock Holding History

Focus Partners Wealth’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 		$204K Sell
18,174
-8,588
-32% -$88.3K ﹤0.01% 2500
2026
Q1 		$255K Buy
26,762
+1,059
+4% +$11.9K ﹤0.01% 2281
2025
Q4 		$357K Sell
25,703
-1,167
-4% -$16.1K ﹤0.01% 2132
2025
Q3 		$570K Buy
26,870
+348
+1% +$5.84K ﹤0.01% 1559
2025
Q2 		$512K Sell
26,522
-24,512
-48% -$425K ﹤0.01% 1430
2025
Q1 		$737K Buy
+51,034
New +$857K ﹤0.01% 1182

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

Focus Partners Wealth's AVPT Position: Q2 2026 in Review

Focus Partners Wealth reduced its AvePoint (AVPT) stake by 32% in Q2 2026, selling an estimated $88.3K and leaving 18,174 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Focus Partners Wealth first reported a position in AVPT in Q1 2025 and has held it in 6 quarters since. The position peaked at $737K in Q1 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Focus Partners Wealth held 18,174 shares of AvePoint worth $204K as of Q2 2026.
  • Focus Partners Wealth sold 8,588 AvePoint shares in Q2 2026, an estimated $88.3K.
  • AvePoint made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2500 holding.
  • Focus Partners Wealth first reported a position in AvePoint in Q1 2025 and has held it in 6 quarters since.
  • Focus Partners Wealth's AvePoint position peaked at $737K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.