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 Q2	$58.2M	Hold	655,000	–	–	25.11%	2
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wishbone Management's AVT Position: Q2 2026 in Review

Wishbone Management held its Avnet (AVT) position steady in Q2 2026 at 655,000 shares worth $58.2M. The position accounts for 25.11% of the portfolio, ranked #2.

Wishbone Management first reported a position in AVT in Q1 2024 and has held it in 10 quarters since. The position peaked at $89.6M in Q3 2024. 507 funds tracked by Wall St. Rank hold AVT as of Q2 2026.

Wishbone Management held 655,000 shares of Avnet worth $58.2M as of Q2 2026.
Wishbone Management left its Avnet share count unchanged in Q2 2026.
Avnet made up 25.11% of Wishbone Management's portfolio in Q2 2026, its #2 holding.
Wishbone Management first reported a position in Avnet in Q1 2024 and has held it in 10 quarters since.
Wishbone Management's Avnet position peaked at $89.6M in Q3 2024.
507 funds tracked by Wall St. Rank held Avnet as of Q2 2026.

Based on Wishbone Management's 13F filing for Q2 2026, filed 13 Aug 2026.