Universal-Beteiligungs- und Servicegesellschaft’s AvePoint AVPT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$631K	Sell	56,317 -6,975	-11%	-$71.7K	﹤0.01%	1723
2026 Q1	$602K	Sell	63,292 -7,509	-11%	-$84.6K	﹤0.01%	1669
2025 Q4	$983K	Hold	70,801	–	–	﹤0.01%	1495
2025 Q3	$1.06M	Sell	70,801 -79,384	-53%	-$1.33M	﹤0.01%	1528
2025 Q2	$2.9M	Buy	+150,185	New	+$2.6M	0.01%	1049

Other funds holding AVPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's AVPT Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its AvePoint (AVPT) stake by 11% in Q2 2026, selling an estimated $71.7K and leaving 56,317 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AVPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.9M in Q2 2025. 149 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 56,317 shares of AvePoint worth $631K as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 6,975 AvePoint shares in Q2 2026, an estimated $71.7K.
AvePoint made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1723 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in AvePoint in Q2 2025 and has held it in 5 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's AvePoint position peaked at $2.9M in Q2 2025.
149 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.