CARLSON FINANCIAL, INC.’s AeroVironment AVAV Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio AVAV Stock Details AVAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-886	Closed	-$214K	–	182
2025 Q4	$214K	Buy	+886	New	+$279K	0.12%	164

Other funds holding AVAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s AVAV Position: Q1 2026 in Review

CARLSON FINANCIAL, INC. sold out of AeroVironment (AVAV) in Q1 2026, closing a stake of 886 shares — an estimated $214K sold.

CARLSON FINANCIAL, INC. first reported a position in AVAV in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 614 funds tracked by Wall St. Rank hold AVAV as of Q1 2026.

CARLSON FINANCIAL, INC. reported no remaining AeroVironment position as of Q1 2026 after selling out during the quarter.
CARLSON FINANCIAL, INC. sold 886 AeroVironment shares in Q1 2026, an estimated $214K.
CARLSON FINANCIAL, INC. first reported a position in AeroVironment in Q4 2025 and held it in 1 quarter.
CARLSON FINANCIAL, INC.'s AeroVironment position peaked at $214K in Q4 2025.
614 funds tracked by Wall St. Rank held AeroVironment as of Q1 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q1 2026, filed 24 Aug 2026.