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Steel Grove Capital Advisors’s Avnet AVT Stock Holding History

Steel Grove Capital Advisors’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
Q3 		– Sell
-26,466
Closed -$2.35M – 226
2026
Q2 		$2.35M Sell
26,466
-5,084
-16% -$416K 0.22% 46
2026
Q1 		$1.94M Buy
+31,550
New +$1.88M 0.2% 53

Other funds holding AVT

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Steel Grove Capital Advisors's AVT Position: Q3 2026 in Review

Steel Grove Capital Advisors sold out of Avnet (AVT) in Q3 2026, closing a stake of 26,466 shares — an estimated $2.35M sold.

Steel Grove Capital Advisors first reported a position in AVT in Q1 2026 and held it in 2 quarters. The position peaked at $2.35M in Q2 2026. 32 funds tracked by Wall St. Rank hold AVT as of Q3 2026.

  • Steel Grove Capital Advisors reported no remaining Avnet position as of Q3 2026 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 26,466 Avnet shares in Q3 2026, an estimated $2.35M.
  • Steel Grove Capital Advisors first reported a position in Avnet in Q1 2026 and held it in 2 quarters.
  • Steel Grove Capital Advisors's Avnet position peaked at $2.35M in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Avnet as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.