Balboa Wealth Partners
AVAV icon

Balboa Wealth Partners’s AeroVironment AVAV Stock Holding History

Balboa Wealth Partners’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
Q3 		$317K Sell
2,230
-200
-8% -$31.5K 0.04% 328
2026
Q2 		$401K Buy
2,430
+20
+0.8% +$3.58K 0.05% 281
2026
Q1 		$441K Buy
+2,410
New +$635K 0.07% 222

Other funds holding AVAV

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Balboa Wealth Partners's AVAV Position: Q3 2026 in Review

Balboa Wealth Partners reduced its AeroVironment (AVAV) stake by 8.2% in Q3 2026, selling an estimated $31.5K and leaving 2,230 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #328.

Balboa Wealth Partners first reported a position in AVAV in Q1 2026 and has held it in 3 quarters since. The position peaked at $441K in Q1 2026. 357 funds tracked by Wall St. Rank hold AVAV as of Q3 2026.

  • Balboa Wealth Partners held 2,230 shares of AeroVironment worth $317K as of Q3 2026.
  • Balboa Wealth Partners sold 200 AeroVironment shares in Q3 2026, an estimated $31.5K.
  • AeroVironment made up 0.04% of Balboa Wealth Partners's portfolio in Q3 2026, its #328 holding.
  • Balboa Wealth Partners first reported a position in AeroVironment in Q1 2026 and has held it in 3 quarters since.
  • Balboa Wealth Partners's AeroVironment position peaked at $441K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held AeroVironment as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.