Legacy Advisors’s AeroVironment AVAV Stock Holding History

Legacy 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
2025 Q1	$1.3M	Sell	10,870 -147	-1%	-$22.6K	0.13%	129
2024 Q4	$1.7M	Sell	11,017 -1,750	-14%	-$343K	0.16%	98
2024 Q3	$2.56M	Sell	12,767 -679	-5%	-$122K	0.28%	67
2024 Q2	$2.45M	Buy	13,446 +167	+1%	+$30K	0.3%	66
2024 Q1	$2.04M	Buy	13,279 +1,116	+9%	+$149K	0.26%	72
2023 Q4	$1.53M	Buy	12,163 +8	+0.1%	+$979	0.2%	95
2023 Q3	$1.36M	Buy	12,155 +635	+6%	+$63.9K	0.22%	95
2023 Q2	$1.18M	Buy	11,520 +610	+6%	+$61.4K	0.17%	107
2023 Q1	$1M	Buy	10,910 +1,605	+17%	+$142K	0.18%	96
2022 Q4	$797K	Buy	9,305 +2,921	+46%	+$250K	0.15%	107
2022 Q3	$532K	Buy	6,384 +1,250	+24%	+$112K	0.12%	117
2022 Q2	$422K	Buy	5,134 +2,089	+69%	+$186K	0.09%	132
2022 Q1	$287K	Buy	+3,045	New	+$211K	0.06%	170

Other funds holding AVAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Advisors's AVAV Position: Q1 2025 in Review

Legacy Advisors reduced its AeroVironment (AVAV) stake by 1.3% in Q1 2025, selling an estimated $22.6K and leaving 10,870 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #129.

Legacy Advisors first reported a position in AVAV in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.56M in Q3 2024. 382 funds tracked by Wall St. Rank hold AVAV as of Q1 2025.

Legacy Advisors held 10,870 shares of AeroVironment worth $1.3M as of Q1 2025.
Legacy Advisors sold 147 AeroVironment shares in Q1 2025, an estimated $22.6K.
AeroVironment made up 0.13% of Legacy Advisors's portfolio in Q1 2025, its #129 holding.
Legacy Advisors first reported a position in AeroVironment in Q1 2022 and has held it in 13 quarters since.
Legacy Advisors's AeroVironment position peaked at $2.56M in Q3 2024.
382 funds tracked by Wall St. Rank held AeroVironment as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.