MWM
AVT icon

MOKAN Wealth Management’s Avnet AVT Stock Holding History

MOKAN 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
Q2 		– Sell
-9,837
Closed -$606K – 100
2026
Q1 		$606K Buy
9,837
+3,963
+67% +$236K 0.27% 81
2025
Q4 		$282K Buy
5,874
+1,742
+42% +$85.6K 0.13% 83
2025
Q3 		$216K Buy
+4,132
New +$222K 0.11% 93

Other funds holding AVT

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MOKAN Wealth Management's AVT Position: Q2 2026 in Review

MOKAN Wealth Management sold out of Avnet (AVT) in Q2 2026, closing a stake of 9,837 shares — an estimated $606K sold.

MOKAN Wealth Management first reported a position in AVT in Q3 2025 and held it in 3 quarters. The position peaked at $606K in Q1 2026. 154 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • MOKAN Wealth Management reported no remaining Avnet position as of Q2 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 9,837 Avnet shares in Q2 2026, an estimated $606K.
  • MOKAN Wealth Management first reported a position in Avnet in Q3 2025 and held it in 3 quarters.
  • MOKAN Wealth Management's Avnet position peaked at $606K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.