Wells Fargo
AVPT icon

Wells Fargo’s AvePoint AVPT Stock Holding History

Wells Fargo’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 		$1.82M Buy
162,328
+99,694
+159% +$1.03M ﹤0.01% 3693
2026
Q1 		$596K Sell
62,634
-237,363
-79% -$2.67M ﹤0.01% 4053
2025
Q4 		$4.17M Buy
299,997
+8,111
+3% +$112K ﹤0.01% 2849
2025
Q3 		$4.38M Buy
291,886
+63,091
+28% +$1.06M ﹤0.01% 2694
2025
Q2 		$4.42M Buy
228,795
+102,133
+81% +$1.77M ﹤0.01% 2577
2025
Q1 		$1.83M Buy
126,662
+3,156
+3% +$53K ﹤0.01% 3231
2024
Q4 		$2.04M Buy
123,506
+25,027
+25% +$380K ﹤0.01% 3186
2024
Q3 		$1.16M Buy
98,479
+902
+0.9% +$9.88K ﹤0.01% 3450
2024
Q2 		$1.02M Buy
97,577
+12,418
+15% +$108K ﹤0.01% 3485
2024
Q1 		$674K Sell
85,159
-8,965
-10% -$70.5K ﹤0.01% 3691
2023
Q4 		$773K Buy
94,124
+8,567
+10% +$66.9K ﹤0.01% 3599
2023
Q3 		$575K Buy
85,557
+14,752
+21% +$92.9K ﹤0.01% 3673
2023
Q2 		$408K Buy
70,805
+41,972
+146% +$221K ﹤0.01% 4103
2023
Q1 		$119K Buy
28,833
+27,720
+2,491% +$125K ﹤0.01% 4727
2022
Q4 		$4.57K Sell
1,113
-3,933
-78% -$16.8K ﹤0.01% 5800
2022
Q3 		$20K Sell
5,046
-2,051
-29% -$9.67K ﹤0.01% 5385
2022
Q2 		$32K Buy
7,097
+2,811
+66% +$14.3K ﹤0.01% 5226
2022
Q1 		$23K Buy
4,286
+5
+0.1% +$29 ﹤0.01% 5958
2021
Q4 		$27K Sell
4,281
-922
-18% -$7.14K ﹤0.01% 6219
2021
Q3 		$44K Sell
5,203
-7,220
-58% -$71.8K ﹤0.01% 5676
2021
Q2 		$152K Sell
12,423
-11,495
-48% -$126K ﹤0.01% 5138
2021
Q1 		$265K Buy
23,918
+11,148
+87% +$156K ﹤0.01% 5028
2020
Q4 		$192K Buy
12,770
+2,770
+28% +$33.2K ﹤0.01% 5106
2020
Q3 		$106K Hold
10,000
– – ﹤0.01% 5242
2020
Q2 		$102K Buy
+10,000
New +$98.9K ﹤0.01% 5215

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Wells Fargo's AVPT Position: Q2 2026 in Review

Wells Fargo increased its AvePoint (AVPT) stake by 159% in Q2 2026, buying an estimated $1.03M and bringing the position to 162,328 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3693.

Wells Fargo first reported a position in AVPT in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.42M in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Wells Fargo held 162,328 shares of AvePoint worth $1.82M as of Q2 2026.
  • Wells Fargo bought 99,694 AvePoint shares in Q2 2026, an estimated $1.03M.
  • AvePoint made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3693 holding.
  • Wells Fargo first reported a position in AvePoint in Q2 2020 and has held it in 25 quarters since.
  • Wells Fargo's AvePoint position peaked at $4.42M in Q2 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.