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United Capital Financial Advisors’s Avnet AVT Stock Holding History

United Capital Financial 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
Q2 		$1.16M Buy
13,087
+974
+8% +$79.7K 0.01% 749
2026
Q1 		$746K Buy
12,113
+3,219
+36% +$191K ﹤0.01% 886
2025
Q4 		$428K Sell
8,894
-226
-2% -$11.1K ﹤0.01% 1027
2025
Q3 		$477K Buy
+9,120
New +$491K ﹤0.01% 875
2016
Q2 		– Sell
-16,586
Closed -$735K – 1247
2016
Q1 		$735K Buy
16,586
+1,060
+7% +$43.5K 0.01% 780
2015
Q4 		$665K Buy
15,526
+5,513
+55% +$248K 0.01% 813
2015
Q3 		$427K Buy
10,013
+2,209
+28% +$91.9K 0.01% 943
2015
Q2 		$321K Sell
7,804
-4,692
-38% -$206K ﹤0.01% 1056
2015
Q1 		$533K Sell
12,496
-1,184
-9% -$52.3K 0.01% 874
2014
Q4 		$589K Buy
13,680
+7,196
+111% +$305K 0.01% 776
2014
Q3 		$269K Buy
+6,484
New +$282K ﹤0.01% 959
2014
Q2 		– Sell
-6,565
Closed -$305K – 792
2014
Q1 		$305K Buy
6,565
+575
+10% +$24.6K 0.01% 779
2013
Q4 		$264K Buy
+5,990
New +$247K 0.01% 550

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

United Capital Financial Advisors's AVT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Avnet (AVT) stake by 8% in Q2 2026, buying an estimated $79.7K and bringing the position to 13,087 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #749.

United Capital Financial Advisors first reported a position in AVT in Q4 2013 and has held it in 13 quarters since. 506 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • United Capital Financial Advisors held 13,087 shares of Avnet worth $1.16M as of Q2 2026.
  • United Capital Financial Advisors bought 974 Avnet shares in Q2 2026, an estimated $79.7K.
  • Avnet made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #749 holding.
  • United Capital Financial Advisors first reported a position in Avnet in Q4 2013 and has held it in 13 quarters since.
  • 506 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.