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Private Wealth Management Group’s Avnet AVT Stock Holding History

Private Wealth Management Group’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 		$15.3K Hold
153
– – ﹤0.01% 509
2026
Q2 		$13.6K Sell
153
-79
-34% -$6.46K ﹤0.01% 497
2026
Q1 		$14.3K Hold
232
– – ﹤0.01% 423
2025
Q4 		$11.2K Sell
232
-10
-4% -$491 ﹤0.01% 480
2025
Q3 		$12.7K Hold
242
– – ﹤0.01% 446
2025
Q2 		$12.8K Sell
242
-28
-10% -$1.39K ﹤0.01% 419
2025
Q1 		$13K Buy
270
+72
+36% +$3.64K ﹤0.01% 398
2024
Q4 		$10.4K Buy
198
+74
+60% +$4.01K ﹤0.01% 458
2024
Q3 		$6.74K Hold
124
– – ﹤0.01% 602
2024
Q2 		$6.38K Buy
124
+107
+629% +$5.48K ﹤0.01% 611
2024
Q1 		$843 Hold
17
– – ﹤0.01% 1322
2023
Q4 		$857 Buy
+17
New +$809 ﹤0.01% 1333

Other funds holding AVT

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Private Wealth Management Group's AVT Position: Q3 2026 in Review

Private Wealth Management Group held its Avnet (AVT) position steady in Q3 2026 at 153 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Private Wealth Management Group first reported a position in AVT in Q4 2023 and has held it in 12 quarters since. 137 funds tracked by Wall St. Rank hold AVT as of Q3 2026.

  • Private Wealth Management Group held 153 shares of Avnet worth $15.3K as of Q3 2026.
  • Private Wealth Management Group left its Avnet share count unchanged in Q3 2026.
  • Avnet made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #509 holding.
  • Private Wealth Management Group first reported a position in Avnet in Q4 2023 and has held it in 12 quarters since.
  • 137 funds tracked by Wall St. Rank held Avnet as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.