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Moran Wealth Management’s AvePoint AVPT Stock Holding History

Moran Wealth Management’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 		$1.28M Buy
114,035
+29,741
+35% +$306K 0.03% 367
2026
Q1 		$802K Buy
84,294
+29,305
+53% +$330K 0.02% 386
2025
Q4 		$764K Buy
54,989
+5,692
+12% +$78.6K 0.02% 371
2025
Q3 		$740K Buy
49,297
+2,673
+6% +$44.9K 0.02% 370
2025
Q2 		$900K Sell
46,624
-1,006
-2% -$17.4K 0.03% 333
2025
Q1 		$688K Sell
47,630
-1,941
-4% -$32.6K 0.02% 339
2024
Q4 		$818K Buy
49,571
+1,083
+2% +$16.4K 0.03% 312
2024
Q3 		$571K Buy
48,488
+12,618
+35% +$138K 0.02% 365
2024
Q2 		$374K Buy
35,870
+3,993
+13% +$34.6K 0.01% 361
2024
Q1 		$252K Buy
31,877
+5,955
+23% +$46.8K 0.01% 393
2023
Q4 		$213K Buy
+25,922
New +$202K 0.01% 402

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

Moran Wealth Management's AVPT Position: Q2 2026 in Review

Moran Wealth Management increased its AvePoint (AVPT) stake by 35% in Q2 2026, buying an estimated $306K and bringing the position to 114,035 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #367.

Moran Wealth Management first reported a position in AVPT in Q4 2023 and has held it in 11 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Moran Wealth Management held 114,035 shares of AvePoint worth $1.28M as of Q2 2026.
  • Moran Wealth Management bought 29,741 AvePoint shares in Q2 2026, an estimated $306K.
  • AvePoint made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Moran Wealth Management first reported a position in AvePoint in Q4 2023 and has held it in 11 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.