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 Q2	–	Sell	-10,870	Closed	-$1.3M	–	48
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return