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Integrated Wealth Concepts’s AvePoint AVPT Stock Holding History

Integrated Wealth Concepts’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 		$95.6K Buy
+8,526
New +$87.7K ﹤0.01% 2852

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

Integrated Wealth Concepts's AVPT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AvePoint (AVPT) in Q2 2026: 8,526 shares worth $95.6K. The stake represents ﹤0.01% of the portfolio and ranks #2852 among its holdings.

253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Integrated Wealth Concepts held 8,526 shares of AvePoint worth $95.6K as of Q2 2026.
  • AvePoint was a new Integrated Wealth Concepts position in Q2 2026.
  • AvePoint made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2852 holding.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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