Sowell Financial Services’s Avnet AVT Stock Holding History

Sowell Financial Services’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	$271K	Sell	4,397 -23	-0.5%	-$1.37K	0.01%	872
2025 Q4	$213K	Buy	4,420 +26	+0.6%	+$1.28K	0.01%	1005
2025 Q3	$230K	Buy	4,394 +19	+0.4%	+$1.02K	0.01%	938
2025 Q2	$232K	Buy	4,375 +65	+2%	+$3.23K	0.01%	896
2025 Q1	$207K	Buy	+4,310	New	+$218K	0.01%	920
2021 Q2	–	Sell	-1,830	Closed	-$80K	–	696
2021 Q1	$80K	Sell	1,830 -1,570	-46%	-$60.7K	﹤0.01%	1469
2020 Q4	$119K	Buy	3,400 +2,441	+255%	+$72.4K	0.01%	1079
2020 Q3	$25K	Buy	959 +800	+503%	+$21.7K	﹤0.01%	1455
2020 Q2	$4K	Hold	159	–	–	﹤0.01%	1938
2020 Q1	$4K	Hold	159	–	–	﹤0.01%	1867
2019 Q4	$7K	Sell	159 -4,358	-96%	-$179K	﹤0.01%	1790
2019 Q3	$201K	Buy	+4,517	New	+$195K	0.02%	641

Other funds holding AVT

BlackRock New York $5.72T AUM 30.48% 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 $30.8B AUM 11.29% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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 $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sowell Financial Services's AVT Position: Q1 2026 in Review

Sowell Financial Services reduced its Avnet (AVT) stake by 0.52% in Q1 2026, selling an estimated $1.37K and leaving 4,397 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #872.

Sowell Financial Services first reported a position in AVT in Q3 2019 and has held it in 12 quarters since. 442 funds tracked by Wall St. Rank hold AVT as of Q1 2026.

Sowell Financial Services held 4,397 shares of Avnet worth $271K as of Q1 2026.
Sowell Financial Services sold 23 Avnet shares in Q1 2026, an estimated $1.37K.
Avnet made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #872 holding.
Sowell Financial Services first reported a position in Avnet in Q3 2019 and has held it in 12 quarters since.
442 funds tracked by Wall St. Rank held Avnet as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.