Root Financial Partners
AVT icon

Root Financial Partners’s Avnet AVT Stock Holding History

Root Financial Partners’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 		$111K Buy
+1,109
New +$101K ﹤0.01% 691
2026
Q2 		– Sell
-648
Closed -$39.9K – 654
2026
Q1 		$39.9K Buy
648
+101
+18% +$6.01K ﹤0.01% 980
2025
Q4 		$26.3K Sell
547
-967
-64% -$47.5K ﹤0.01% 1033
2025
Q3 		$79.2K Buy
+1,514
New +$81.5K ﹤0.01% 519

Other funds holding AVT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Root Financial Partners's AVT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Avnet (AVT) in Q3 2026: 1,109 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AVT as recently as Q1 2026.

Root Financial Partners first reported a position in AVT in Q3 2025 and has held it in 4 quarters since. 462 funds tracked by Wall St. Rank hold AVT as of Q3 2026.

  • Root Financial Partners held 1,109 shares of Avnet worth $111K as of Q3 2026.
  • Avnet was a new Root Financial Partners position in Q3 2026.
  • Avnet made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #691 holding.
  • Root Financial Partners first reported a position in Avnet in Q3 2025 and has held it in 4 quarters since.
  • 462 funds tracked by Wall St. Rank held Avnet as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.