Kadensa Capital’s AeroVironment AVAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.22M Sell
7,400
-36,471
-83% -$6.53M 0.26% 27
2026
Q1
$8.03M Sell
43,871
-17,042
-28% -$4.49M 1.12% 31
2025
Q4
$14.7M Sell
60,913
-13,247
-18% -$4.16M 1.53% 25
2025
Q3
$23.4M Buy
+74,160
New +$19.2M 2.4% 13

Other funds holding AVAV

Kadensa Capital's AVAV Position: Q2 2026 in Review

Kadensa Capital reduced its AeroVironment (AVAV) stake by 83% in Q2 2026, selling an estimated $6.53M and leaving 7,400 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #27.

Kadensa Capital first reported a position in AVAV in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.4M in Q3 2025. 612 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • Kadensa Capital held 7,400 shares of AeroVironment worth $1.22M as of Q2 2026.
  • Kadensa Capital sold 36,471 AeroVironment shares in Q2 2026, an estimated $6.53M.
  • AeroVironment made up 0.26% of Kadensa Capital's portfolio in Q2 2026, its #27 holding.
  • Kadensa Capital first reported a position in AeroVironment in Q3 2025 and has held it in 4 quarters since.
  • Kadensa Capital's AeroVironment position peaked at $23.4M in Q3 2025.
  • 612 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Kadensa Capital's 13F filing for Q2 2026, filed 14 Aug 2026.