Physician Wealth Advisors
AVT icon

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
Q3 		$6.3K Buy
63
+26
+70% +$2.38K ﹤0.01% 1051
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Physician Wealth Advisors's AVT Position: Q3 2026 in Review

Physician Wealth Advisors increased its Avnet (AVT) stake by 70% in Q3 2026, buying an estimated $2.38K and bringing the position to 63 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Physician Wealth Advisors first reported a position in AVT in Q4 2024 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold AVT as of Q3 2026.

  • Physician Wealth Advisors held 63 shares of Avnet worth $6.3K as of Q3 2026.
  • Physician Wealth Advisors bought 26 Avnet shares in Q3 2026, an estimated $2.38K.
  • Avnet made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1051 holding.
  • Physician Wealth Advisors first reported a position in Avnet in Q4 2024 and has held it in 6 quarters since.
  • 386 funds tracked by Wall St. Rank held Avnet as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.