Private Wealth Management Group’s AvePoint AVPT Stock Holding History

Private Wealth Management Group’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	$1.94K	Sell	173 -166	-49%	-$1.71K	﹤0.01%	1173
2026 Q1	$3.22K	Buy	339 +166	+96%	+$1.87K	﹤0.01%	921
2025 Q4	$2.4K	Hold	173	–	–	﹤0.01%	1025
2025 Q3	$2.6K	Hold	173	–	–	﹤0.01%	1026
2025 Q2	$3.34K	Hold	173	–	–	﹤0.01%	921
2025 Q1	$2.5K	Hold	173	–	–	﹤0.01%	986
2024 Q4	$2.86K	Hold	173	–	–	﹤0.01%	961
2024 Q3	$2.04K	Hold	173	–	–	﹤0.01%	1057
2024 Q2	$1.8K	Hold	173	–	–	﹤0.01%	1090
2024 Q1	$1.37K	Buy	+173	New	+$1.36K	﹤0.01%	1136

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

Private Wealth Management Group's AVPT Position: Q2 2026 in Review

Private Wealth Management Group reduced its AvePoint (AVPT) stake by 49% in Q2 2026, selling an estimated $1.71K and leaving 173 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Private Wealth Management Group first reported a position in AVPT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.34K in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Private Wealth Management Group held 173 shares of AvePoint worth $1.94K as of Q2 2026.
Private Wealth Management Group sold 166 AvePoint shares in Q2 2026, an estimated $1.71K.
AvePoint made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1173 holding.
Private Wealth Management Group first reported a position in AvePoint in Q1 2024 and has held it in 10 quarters since.
Private Wealth Management Group's AvePoint position peaked at $3.34K in Q2 2025.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.