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Wealth Preservation Advisors’s Avnet AVT Stock Holding History

Wealth Preservation 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 		– Sell
-167
Closed -$10.3K – 159
2026
Q1 		$10.3K Buy
167
+95
+132% +$5.65K 0.01% 410
2025
Q4 		$3.46K Hold
72
– – ﹤0.01% 436
2025
Q3 		$3.76K Sell
72
-1
-1% -$54 ﹤0.01% 409
2025
Q2 		$3.88K Hold
73
– – ﹤0.01% 396
2025
Q1 		$3.51K Buy
+73
New +$3.69K ﹤0.01% 423

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

Wealth Preservation Advisors's AVT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Avnet (AVT) in Q2 2026, closing a stake of 167 shares — an estimated $10.3K sold.

Wealth Preservation Advisors first reported a position in AVT in Q1 2025 and held it in 5 quarters. The position peaked at $10.3K in Q1 2026. 507 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Avnet position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 167 Avnet shares in Q2 2026, an estimated $10.3K.
  • Wealth Preservation Advisors first reported a position in Avnet in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Avnet position peaked at $10.3K in Q1 2026.
  • 507 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.