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LRI Investments’s AeroVironment AVAV Stock Holding History

LRI Investments’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 		– Sell
-7
Closed -$1.28K – 1959
2026
Q1 		$1.28K Sell
7
-2
-22% -$527 ﹤0.01% 1300
2025
Q4 		$2.21K Buy
+9
New +$2.83K ﹤0.01% 1193

Other funds holding AVAV

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

LRI Investments's AVAV Position: Q2 2026 in Review

LRI Investments sold out of AeroVironment (AVAV) in Q2 2026, closing a stake of 7 shares — an estimated $1.28K sold.

LRI Investments first reported a position in AVAV in Q4 2025 and held it in 2 quarters. The position peaked at $2.21K in Q4 2025. 93 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • LRI Investments reported no remaining AeroVironment position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 7 AeroVironment shares in Q2 2026, an estimated $1.28K.
  • LRI Investments first reported a position in AeroVironment in Q4 2025 and held it in 2 quarters.
  • LRI Investments's AeroVironment position peaked at $2.21K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.