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True Wealth Design’s AvePoint AVPT Stock Holding History

True Wealth Design’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.67K Buy
595
+227
+62% +$2.33K ﹤0.01% 1210
2026
Q1 		$3.5K Buy
368
+205
+126% +$2.31K ﹤0.01% 1341
2025
Q4 		$2.27K Buy
163
+30
+23% +$414 ﹤0.01% 1408
2025
Q3 		$2K Sell
133
-13
-9% -$218 ﹤0.01% 1461
2025
Q2 		$2.82K Buy
146
+83
+132% +$1.44K ﹤0.01% 1029
2025
Q1 		$910 Buy
63
+13
+26% +$218 ﹤0.01% 1297
2024
Q4 		$826 Hold
50
– – ﹤0.01% 988
2024
Q3 		$589 Sell
50
-450
-90% -$4.93K ﹤0.01% 1072
2024
Q2 		$5.21K Buy
+500
New +$4.34K ﹤0.01% 279

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

True Wealth Design's AVPT Position: Q2 2026 in Review

True Wealth Design increased its AvePoint (AVPT) stake by 62% in Q2 2026, buying an estimated $2.33K and bringing the position to 595 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

True Wealth Design first reported a position in AVPT in Q2 2024 and has held it in 9 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • True Wealth Design held 595 shares of AvePoint worth $6.67K as of Q2 2026.
  • True Wealth Design bought 227 AvePoint shares in Q2 2026, an estimated $2.33K.
  • AvePoint made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1210 holding.
  • True Wealth Design first reported a position in AvePoint in Q2 2024 and has held it in 9 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.