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Forum Financial Management’s AeroVironment AVAV Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-1,824
Closed -$441K – 391
2025
Q4 		$441K Buy
1,824
+995
+120% +$313K 0.01% 544
2025
Q3 		$261K Buy
829
+127
+18% +$32.9K ﹤0.01% 812
2025
Q2 		$200K Buy
+702
New +$119K ﹤0.01% 911

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Forum Financial Management's AVAV Position: Q1 2026 in Review

Forum Financial Management sold out of AeroVironment (AVAV) in Q1 2026, closing a stake of 1,824 shares — an estimated $441K sold.

Forum Financial Management first reported a position in AVAV in Q2 2025 and held it in 3 quarters. The position peaked at $441K in Q4 2025. 614 funds tracked by Wall St. Rank hold AVAV as of Q1 2026.

  • Forum Financial Management reported no remaining AeroVironment position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,824 AeroVironment shares in Q1 2026, an estimated $441K.
  • Forum Financial Management first reported a position in AeroVironment in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's AeroVironment position peaked at $441K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held AeroVironment as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.