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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
Q3 		$32.2K Buy
322
+165
+105% +$15.1K 0.01% 676
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cacti Asset Management
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

True Wealth Design's AVT Position: Q3 2026 in Review

True Wealth Design increased its Avnet (AVT) stake by 105% in Q3 2026, buying an estimated $15.1K and bringing the position to 322 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #676.

True Wealth Design first reported a position in AVT in Q1 2025 and has held it in 7 quarters since. 72 funds tracked by Wall St. Rank hold AVT as of Q3 2026.

  • True Wealth Design held 322 shares of Avnet worth $32.2K as of Q3 2026.
  • True Wealth Design bought 165 Avnet shares in Q3 2026, an estimated $15.1K.
  • Avnet made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #676 holding.
  • True Wealth Design first reported a position in Avnet in Q1 2025 and has held it in 7 quarters since.
  • 72 funds tracked by Wall St. Rank held Avnet as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.