SWM
AVEX

SHP Wealth Management’s AEVEX Corp AVEX Stock Holding History

SHP Wealth Management’s Portfolio AVEX Stock Details AVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.71K Buy
+274
New +$7.12K ﹤0.01% 1130

Other funds holding AVEX

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SHP Wealth Management's AVEX Position: Q2 2026 in Review

SHP Wealth Management opened a new position in AEVEX Corp (AVEX) in Q2 2026: 274 shares worth $5.71K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings.

147 funds tracked by Wall St. Rank hold AVEX as of Q2 2026.

  • SHP Wealth Management held 274 shares of AEVEX Corp worth $5.71K as of Q2 2026.
  • AEVEX Corp was a new SHP Wealth Management position in Q2 2026.
  • AEVEX Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1130 holding.
  • 147 funds tracked by Wall St. Rank held AEVEX Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.