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Kingswood Wealth Advisors’s AeroVironment AVAV Stock Holding History

Kingswood Wealth Advisors’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
-938
Closed -$227K – 929
2025
Q4 		$227K Buy
938
+230
+32% +$72.3K 0.01% 775
2025
Q3 		$223K Buy
+708
New +$183K 0.01% 734

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

Kingswood Wealth Advisors's AVAV Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of AeroVironment (AVAV) in Q1 2026, closing a stake of 938 shares — an estimated $227K sold.

Kingswood Wealth Advisors first reported a position in AVAV in Q3 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 614 funds tracked by Wall St. Rank hold AVAV as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining AeroVironment position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 938 AeroVironment shares in Q1 2026, an estimated $227K.
  • Kingswood Wealth Advisors first reported a position in AeroVironment in Q3 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's AeroVironment position peaked at $227K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held AeroVironment as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.