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Physician Wealth Advisors’s AvePoint AVPT Stock Holding History

Physician Wealth Advisors’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 		$2.17K Sell
194
-4
-2% -$41 ﹤0.01% 1470
2026
Q1 		$1.88K Buy
198
+161
+435% +$1.81K ﹤0.01% 1382
2025
Q4 		$514 Buy
+37
New +$511 ﹤0.01% 1870

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

Physician Wealth Advisors's AVPT Position: Q2 2026 in Review

Physician Wealth Advisors reduced its AvePoint (AVPT) stake by 2% in Q2 2026, selling an estimated $41 and leaving 194 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Physician Wealth Advisors first reported a position in AVPT in Q4 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Physician Wealth Advisors held 194 shares of AvePoint worth $2.17K as of Q2 2026.
  • Physician Wealth Advisors sold 4 AvePoint shares in Q2 2026, an estimated $41.
  • AvePoint made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1470 holding.
  • Physician Wealth Advisors first reported a position in AvePoint in Q4 2025 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.