Physician Wealth Advisors’s Avnet AVT Stock Holding History

Physician Wealth Advisors’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	$3.29K	Hold	37	–	–	﹤0.01%	1289
2026 Q1	$2.28K	Buy	37 +17	+85%	+$1.01K	﹤0.01%	1294
2025 Q4	$962	Sell	20 -12	-38%	-$590	﹤0.01%	1646
2025 Q3	$1.67K	Buy	+32	New	+$1.72K	﹤0.01%	1309
2025 Q1	–	Sell	-15	Closed	-$785	–	1445
2024 Q4	$785	Buy	+15	New	+$814	﹤0.01%	999

Other funds holding AVT

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

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

Physician Wealth Advisors held its Avnet (AVT) position steady in Q2 2026 at 37 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Physician Wealth Advisors first reported a position in AVT in Q4 2024 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

Physician Wealth Advisors held 37 shares of Avnet worth $3.29K as of Q2 2026.
Physician Wealth Advisors left its Avnet share count unchanged in Q2 2026.
Avnet made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1289 holding.
Physician Wealth Advisors first reported a position in Avnet in Q4 2024 and has held it in 5 quarters since.
157 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

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