Universal-Beteiligungs- und Servicegesellschaft
AVDX

Universal-Beteiligungs- und Servicegesellschaft’s AvidXchange AVDX Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio AVDX Stock Details AVDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-90,560
Closed -$901K – 2069
2025
Q3 		$901K Buy
90,560
+27,022
+43% +$267K ﹤0.01% 1581
2025
Q2 		$622K Buy
+63,538
New +$573K ﹤0.01% 1627

Other funds holding AVDX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's AVDX Position: Q4 2025 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 90,560 shares — an estimated $901K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $901K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 90,560 AvidXchange shares in Q4 2025, an estimated $901K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
  • Universal-Beteiligungs- und Servicegesellschaft's AvidXchange position peaked at $901K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q4 2025, filed 28 Jan 2026.