Grant Private Wealth Management
AVT icon

Grant Private Wealth Management’s Avnet AVT Stock Holding History

Grant Private Wealth Management’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 		– Sell
-7,905
Closed -$702K – 158
2026
Q2 		$702K Buy
7,905
+2,164
+38% +$177K 0.3% 66
2026
Q1 		$354K Buy
+5,741
New +$341K 0.19% 108

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Bank of New York Mellon
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Wedge Capital Management
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Barclays
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Grant Private Wealth Management's AVT Position: Q3 2026 in Review

Grant Private Wealth Management sold out of Avnet (AVT) in Q3 2026, closing a stake of 7,905 shares — an estimated $702K sold.

Grant Private Wealth Management first reported a position in AVT in Q1 2026 and held it in 2 quarters. The position peaked at $702K in Q2 2026. 245 funds tracked by Wall St. Rank hold AVT as of Q3 2026.

  • Grant Private Wealth Management reported no remaining Avnet position as of Q3 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 7,905 Avnet shares in Q3 2026, an estimated $702K.
  • Grant Private Wealth Management first reported a position in Avnet in Q1 2026 and held it in 2 quarters.
  • Grant Private Wealth Management's Avnet position peaked at $702K in Q2 2026.
  • 245 funds tracked by Wall St. Rank held Avnet as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.