Pinnacle Wealth Planning Services’s AvePoint AVPT Stock Holding History

Pinnacle Wealth Planning Services’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	$291	Hold	26	–	–	﹤0.01%	2695
2026 Q1	$247	Buy	+26	New	+$293	﹤0.01%	2676

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's AVPT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its AvePoint (AVPT) position steady in Q2 2026 at 26 shares worth $291. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

Pinnacle Wealth Planning Services first reported a position in AVPT in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Pinnacle Wealth Planning Services held 26 shares of AvePoint worth $291 as of Q2 2026.
Pinnacle Wealth Planning Services left its AvePoint share count unchanged in Q2 2026.
AvePoint made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2695 holding.
Pinnacle Wealth Planning Services first reported a position in AvePoint in Q1 2026 and has held it in 2 quarters since.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.