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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
Q2 		$2.04K Buy
23
+2
+10% +$164 ﹤0.01% 1394
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

SHP Wealth Management increased its Avnet (AVT) stake by 9.5% in Q2 2026, buying an estimated $164 and bringing the position to 23 shares worth $2.04K. 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 3 quarters since. 507 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • SHP Wealth Management held 23 shares of Avnet worth $2.04K as of Q2 2026.
  • SHP Wealth Management bought 2 Avnet shares in Q2 2026, an estimated $164.
  • Avnet made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1394 holding.
  • SHP Wealth Management first reported a position in Avnet in Q4 2025 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

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