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AVT icon

True Wealth Design’s Avnet AVT Stock Holding History

True Wealth Design’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 		$13.9K Buy
157
+67
+74% +$5.48K ﹤0.01% 948
2026
Q1 		$5.55K Buy
90
+70
+350% +$4.16K ﹤0.01% 1171
2025
Q4 		$962 Sell
20
-155
-89% -$7.62K ﹤0.01% 1719
2025
Q3 		$9.15K Buy
175
+113
+182% +$6.08K ﹤0.01% 866
2025
Q2 		$3.29K Sell
62
-18
-23% -$894 ﹤0.01% 980
2025
Q1 		$3.85K Buy
+80
New +$4.05K ﹤0.01% 766

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 $3.37T AUM 44.26% 1-Year Est. Return

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

True Wealth Design increased its Avnet (AVT) stake by 74% in Q2 2026, buying an estimated $5.48K and bringing the position to 157 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

True Wealth Design first reported a position in AVT in Q1 2025 and has held it in 6 quarters since. 507 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • True Wealth Design held 157 shares of Avnet worth $13.9K as of Q2 2026.
  • True Wealth Design bought 67 Avnet shares in Q2 2026, an estimated $5.48K.
  • Avnet made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #948 holding.
  • True Wealth Design first reported a position in Avnet in Q1 2025 and has held it in 6 quarters since.
  • 507 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

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