WCM
AVO icon

Wedge Capital Management’s Mission Produce AVO Stock Holding History

Wedge Capital Management’s Portfolio AVO Stock Details AVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-104,833
Closed -$1.44M – 494
2026
Q1 		$1.44M Buy
104,833
+4,808
+5% +$64K 0.03% 402
2025
Q4 		$1.16M Buy
100,025
+958
+1% +$11.5K 0.02% 409
2025
Q3 		$1.19M Buy
99,067
+8,183
+9% +$101K 0.02% 412
2025
Q2 		$1.07M Sell
90,884
-21,388
-19% -$232K 0.02% 420
2025
Q1 		$1.18M Buy
112,272
+39,548
+54% +$461K 0.02% 400
2024
Q4 		$1.05M Sell
72,724
-1,771
-2% -$22.9K 0.02% 414
2024
Q3 		$955K Buy
+74,495
New +$826K 0.02% 421

Other funds holding AVO

CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return