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Congress Wealth Management’s AeroVironment AVAV Stock Holding History

Congress Wealth Management’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 		$12.4M Sell
43,450
-2,611
-6% -$442K 0.12% 202
2025
Q1 		$5.49M Buy
46,061
+105
+0.2% +$16.1K 0.07% 318
2024
Q4 		$7.07M Sell
45,956
-330
-0.7% -$64.6K 0.1% 239
2024
Q3 		$9.28M Buy
46,286
+257
+0.6% +$46.3K 0.12% 222
2024
Q2 		$8.38M Sell
46,029
-519
-1% -$93.3K 0.13% 196
2024
Q1 		$7.13M Buy
46,548
+2,645
+6% +$353K 0.12% 194
2023
Q4 		$5.53M Buy
43,903
+2,528
+6% +$309K 0.1% 212
2023
Q3 		$4.61M Buy
41,375
+2,152
+5% +$217K 0.1% 221
2023
Q2 		$4.01M Buy
39,223
+1,670
+4% +$168K 0.09% 214
2023
Q1 		$3.44M Buy
37,553
+6,797
+22% +$602K 0.08% 222
2022
Q4 		$2.63M Sell
30,756
-3,754
-11% -$321K 0.07% 237
2022
Q3 		$2.88M Buy
+34,510
New +$3.09M 0.08% 235

Other funds holding AVAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Congress Wealth Management's AVAV Position: Q2 2025 in Review

Congress Wealth Management reduced its AeroVironment (AVAV) stake by 5.7% in Q2 2025, selling an estimated $442K and leaving 43,450 shares worth $12.4M. The position accounts for 0.12% of the portfolio, ranked #202.

Congress Wealth Management first reported a position in AVAV in Q3 2022 and has held it in 12 quarters since. 491 funds tracked by Wall St. Rank hold AVAV as of Q2 2025.

  • Congress Wealth Management held 43,450 shares of AeroVironment worth $12.4M as of Q2 2025.
  • Congress Wealth Management sold 2,611 AeroVironment shares in Q2 2025, an estimated $442K.
  • AeroVironment made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #202 holding.
  • Congress Wealth Management first reported a position in AeroVironment in Q3 2022 and has held it in 12 quarters since.
  • 491 funds tracked by Wall St. Rank held AeroVironment as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.