IWC
AVAV icon

Integrated Wealth Concepts’s AeroVironment AVAV Stock Holding History

Integrated Wealth Concepts’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 		$59.3K Buy
+359
New +$64.3K ﹤0.01% 3227
2025
Q4 		– Sell
-966
Closed -$304K – 1641
2025
Q3 		$304K Buy
+966
New +$250K ﹤0.01% 1627

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

Integrated Wealth Concepts's AVAV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AeroVironment (AVAV) in Q2 2026: 359 shares worth $59.3K. The stake represents ﹤0.01% of the portfolio and ranks #3227 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in AVAV as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in AVAV in Q3 2025 and has held it in 2 quarters since. The position peaked at $304K in Q3 2025. 611 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • Integrated Wealth Concepts held 359 shares of AeroVironment worth $59.3K as of Q2 2026.
  • AeroVironment was a new Integrated Wealth Concepts position in Q2 2026.
  • AeroVironment made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3227 holding.
  • Integrated Wealth Concepts first reported a position in AeroVironment in Q3 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's AeroVironment position peaked at $304K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.