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Wealthspire Advisors (New York)’s Avnet AVT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-509
Closed -$26.6K – 1187
2025
Q3 		$26.6K Buy
+509
New +$27.4K ﹤0.01% 1529

Other funds holding AVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s AVT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Avnet (AVT) in Q4 2025, closing a stake of 509 shares — an estimated $26.6K sold.

Wealthspire Advisors (New York) first reported a position in AVT in Q3 2025 and held it in 1 quarter. The position peaked at $26.6K in Q3 2025. 402 funds tracked by Wall St. Rank hold AVT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Avnet position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 509 Avnet shares in Q4 2025, an estimated $26.6K.
  • Wealthspire Advisors (New York) first reported a position in Avnet in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Avnet position peaked at $26.6K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Avnet as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.