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
2021
Q4 		– Sell
-15,000
Closed -$127K – 7201
2021
Q3 		$127K Hold
15,000
– – ﹤0.01% 5285
2021
Q2 		$180K Hold
15,000
– – ﹤0.01% 5073
2021
Q1 		$166K Buy
+15,000
New +$210K ﹤0.01% 5241

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 $3.38T AUM 44.17% 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.