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Keating Financial Advisory Services’s AvePoint AVPT Stock Holding History

Keating Financial Advisory Services’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 		– Sell
-32
Closed -$304 – 2618
2026
Q1 		$304 Buy
32
+11
+52% +$124 ﹤0.01% 2334
2025
Q4 		$292 Buy
+21
New +$290 ﹤0.01% 2027

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 $3.38T AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Keating Financial Advisory Services's AVPT Position: Q2 2026 in Review

Keating Financial Advisory Services sold out of AvePoint (AVPT) in Q2 2026, closing a stake of 32 shares — an estimated $304 sold.

Keating Financial Advisory Services first reported a position in AVPT in Q4 2025 and held it in 2 quarters. The position peaked at $304 in Q1 2026. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Keating Financial Advisory Services reported no remaining AvePoint position as of Q2 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 32 AvePoint shares in Q2 2026, an estimated $304.
  • Keating Financial Advisory Services first reported a position in AvePoint in Q4 2025 and held it in 2 quarters.
  • Keating Financial Advisory Services's AvePoint position peaked at $304 in Q1 2026.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.