AAS
AVAV icon

Avantax Advisory Services’s AeroVironment AVAV Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$647K Sell
2,270
-211
-9% -$35.7K ﹤0.01% 1431
2025
Q1 		$296K Buy
2,481
+279
+13% +$42.8K ﹤0.01% 1834
2024
Q4 		$339K Sell
2,202
-5
-0.2% -$979 ﹤0.01% 1705
2024
Q3 		$443K Sell
2,207
-187
-8% -$33.7K ﹤0.01% 1493
2024
Q2 		$436K Buy
2,394
+31
+1% +$5.57K ﹤0.01% 1455
2024
Q1 		$362K Sell
2,363
-1,450
-38% -$194K ﹤0.01% 1200
2023
Q4 		$481K Buy
3,813
+95
+3% +$11.6K ﹤0.01% 1004
2023
Q3 		$415K Buy
3,718
+10
+0.3% +$1.01K ﹤0.01% 1030
2023
Q2 		$379K Buy
3,708
+1,048
+39% +$106K ﹤0.01% 1064
2023
Q1 		$244K Buy
2,660
+25
+0.9% +$2.21K ﹤0.01% 1261
2022
Q4 		$226K Buy
2,635
+185
+8% +$15.8K ﹤0.01% 1255
2022
Q3 		$204K Sell
2,450
-400
-14% -$35.8K ﹤0.01% 1206
2022
Q2 		$234K Buy
+2,850
New +$253K ﹤0.01% 1126

Other funds holding AVAV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Avantax Advisory Services's AVAV Position: Q2 2025 in Review

Avantax Advisory Services reduced its AeroVironment (AVAV) stake by 8.5% in Q2 2025, selling an estimated $35.7K and leaving 2,270 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Avantax Advisory Services first reported a position in AVAV in Q2 2022 and has held it in 13 quarters since. 491 funds tracked by Wall St. Rank hold AVAV as of Q2 2025.

  • Avantax Advisory Services held 2,270 shares of AeroVironment worth $647K as of Q2 2025.
  • Avantax Advisory Services sold 211 AeroVironment shares in Q2 2025, an estimated $35.7K.
  • AeroVironment made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1431 holding.
  • Avantax Advisory Services first reported a position in AeroVironment in Q2 2022 and has held it in 13 quarters since.
  • 491 funds tracked by Wall St. Rank held AeroVironment as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.