PWPS
AVT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's AVT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Avnet (AVT) stake by 20% in Q1 2026, buying an estimated $15.8K and bringing the position to 1,571 shares worth $96.8K. The position accounts for 0.01% of the portfolio, ranked #819.

Pinnacle Wealth Planning Services first reported a position in AVT in Q4 2020 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold AVT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,571 shares of Avnet worth $96.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 266 Avnet shares in Q1 2026, an estimated $15.8K.
  • Avnet made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #819 holding.
  • Pinnacle Wealth Planning Services first reported a position in Avnet in Q4 2020 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Avnet as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.