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Pinnacle Wealth Planning Services’s Avnet AVT Stock Holding History

Pinnacle Wealth Planning Services’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 		$314K Buy
3,535
+1,964
+125% +$161K 0.03% 352
2026
Q1 		$96.8K Buy
1,571
+266
+20% +$15.8K 0.01% 819
2025
Q4 		$62.7K Buy
+1,305
New +$64.1K 0.01% 1047
2021
Q1 		– Sell
-9
Closed – – 481
2020
Q4 		$0 Buy
+9
New +$267 ﹤0.01% 2251

Other funds holding AVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Avnet (AVT) stake by 125% in Q2 2026, buying an estimated $161K and bringing the position to 3,535 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #352.

Pinnacle Wealth Planning Services first reported a position in AVT in Q4 2020 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,535 shares of Avnet worth $314K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,964 Avnet shares in Q2 2026, an estimated $161K.
  • Avnet made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #352 holding.
  • Pinnacle Wealth Planning Services first reported a position in Avnet in Q4 2020 and has held it in 4 quarters since.
  • 508 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

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