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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
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

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Root Financial Partners's AVT Position: Q2 2026 in Review

Root Financial Partners sold out of Avnet (AVT) in Q2 2026, closing a stake of 648 shares — an estimated $39.9K sold.

Root Financial Partners first reported a position in AVT in Q3 2025 and held it in 3 quarters. The position peaked at $79.2K in Q3 2025. 132 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • Root Financial Partners reported no remaining Avnet position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 648 Avnet shares in Q2 2026, an estimated $39.9K.
  • Root Financial Partners first reported a position in Avnet in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Avnet position peaked at $79.2K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.