Wishbone Management’s Avnet AVT Stock Holding History

Wishbone Management’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 Q1	$40.4M	Sell	655,000 -295,000	-31%	-$17.5M	29.77%	2
2025 Q4	$45.7M	Sell	950,000 -340,000	-26%	-$16.7M	19.51%	3
2025 Q3	$67.4M	Hold	1,290,000	–	–	36.26%	1
2025 Q2	$68.5M	Hold	1,290,000	–	–	30.99%	1
2025 Q1	$62M	Sell	1,290,000 -360,000	-22%	-$18.2M	37.22%	1
2024 Q4	$86.3M	Hold	1,650,000	–	–	41.01%	1
2024 Q3	$89.6M	Hold	1,650,000	–	–	32.1%	1
2024 Q2	$85M	Hold	1,650,000	–	–	27.43%	1
2024 Q1	$81.8M	Buy	+1,650,000	New	+$77.3M	28.92%	1

Other funds holding AVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wishbone Management's AVT Position: Q1 2026 in Review

Wishbone Management reduced its Avnet (AVT) stake by 31% in Q1 2026, selling an estimated $17.5M and leaving 655,000 shares worth $40.4M. The position accounts for 29.77% of the portfolio, ranked #2.

Wishbone Management first reported a position in AVT in Q1 2024 and has held it in 9 quarters since. The position peaked at $89.6M in Q3 2024. 443 funds tracked by Wall St. Rank hold AVT as of Q1 2026.

Wishbone Management held 655,000 shares of Avnet worth $40.4M as of Q1 2026.
Wishbone Management sold 295,000 Avnet shares in Q1 2026, an estimated $17.5M.
Avnet made up 29.77% of Wishbone Management's portfolio in Q1 2026, its #2 holding.
Wishbone Management first reported a position in Avnet in Q1 2024 and has held it in 9 quarters since.
Wishbone Management's Avnet position peaked at $89.6M in Q3 2024.
443 funds tracked by Wall St. Rank held Avnet as of Q1 2026.

Based on Wishbone Management's 13F filing for Q1 2026, filed 15 May 2026.