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Asset Planning Inc’s AeroVironment AVAV Stock Holding History

Asset Planning 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
Q2 		$3.63K Hold
22
– – ﹤0.01% 288
2026
Q1 		$4.03K Hold
22
– – ﹤0.01% 265
2025
Q4 		$5.32K Hold
22
– – ﹤0.01% 254
2025
Q3 		$6.93K Hold
22
– – 0.01% 248
2025
Q2 		$6.27K Hold
22
– – ﹤0.01% 246
2025
Q1 		$2.62K Hold
22
– – ﹤0.01% 276
2024
Q4 		$3.39K Buy
+22
New +$4.31K ﹤0.01% 274

Other funds holding AVAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Asset Planning Inc's AVAV Position: Q2 2026 in Review

Asset Planning Inc held its AeroVironment (AVAV) position steady in Q2 2026 at 22 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Asset Planning Inc first reported a position in AVAV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.93K in Q3 2025. 612 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • Asset Planning Inc held 22 shares of AeroVironment worth $3.63K as of Q2 2026.
  • Asset Planning Inc left its AeroVironment share count unchanged in Q2 2026.
  • AeroVironment made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #288 holding.
  • Asset Planning Inc first reported a position in AeroVironment in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's AeroVironment position peaked at $6.93K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.