SHP Wealth Management’s Avnet AVT Stock Holding History

SHP Wealth Management’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 Q1	$1.29K	Buy	21 +14	+200%	+$833	﹤0.01%	1394
2025 Q4	$337	Buy	+7	New	+$344	﹤0.01%	1414

Other funds holding AVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's AVT Position: Q1 2026 in Review

SHP Wealth Management increased its Avnet (AVT) stake by 200% in Q1 2026, buying an estimated $833 and bringing the position to 21 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

SHP Wealth Management first reported a position in AVT in Q4 2025 and has held it in 2 quarters since. 443 funds tracked by Wall St. Rank hold AVT as of Q1 2026.

SHP Wealth Management held 21 shares of Avnet worth $1.29K as of Q1 2026.
SHP Wealth Management bought 14 Avnet shares in Q1 2026, an estimated $833.
Avnet made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1394 holding.
SHP Wealth Management first reported a position in Avnet in Q4 2025 and has held it in 2 quarters since.
443 funds tracked by Wall St. Rank held Avnet as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.